See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,291 | $190,805-87.3% | $159,960-84.8% | $134,475-81.9% |
| Participation rate | 94.4% | 81.9%+12.5pp | 78.0%+16.5pp | 81.2%+13.2pp |
| Annual return | -14.45% | 552.23%-566.7pp | 408.60%-423.1pp | 417.96%-432.4pp |
| Employer contribution / active EE | $978 | $4,995-80.4% | $4,226-76.9% | $4,740-79.4% |
| Participant deferral / active EE | $2,186 | $6,923-68.4% | $6,182-64.6% | $6,400-65.8% |
| Admin fee / account holder | $2,409 | $10,471-77.0% | $8,698-72.3% | $11,426-78.9% |