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 | $31,220 | $104,907-70.2% | $84,611-63.1% | $152,861-79.6% |
| Participation rate | 92.3% | 74.8%+17.5pp | 68.2%+24.1pp | 82.4%+9.9pp |
| Annual return | 20.77% | 373.79%-353.0pp | 258.74%-238.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,040 | $3,302-68.5% | $2,652-60.8% | $4,762-78.2% |
| Participant deferral / active EE | $4,596 | $4,688-2.0% | $3,899+17.9% | $5,850-21.4% |
| Admin fee / account holder | $334 | $6,241-94.6% | $4,912-93.2% | $11,596-97.1% |