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 | $42,702 | $118,849-64.1% | $96,562-55.8% | $167,490-74.5% |
| Participation rate | 82.4% | 75.5%+6.9pp | 69.8%+12.5pp | 82.1%+0.2pp |
| Annual return | 12.05% | 50.49%-38.4pp | 37.78%-25.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $1,511 | $3,120-51.6% | $2,356-35.9% | $4,837-68.8% |
| Participant deferral / active EE | $2,467 | $4,616-46.6% | $3,849-35.9% | $6,341-61.1% |
| Admin fee / account holder | $366 | $8,065-95.5% | $6,181-94.1% | $12,309-97.0% |