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 | $35,368 | $109,327-67.6% | $89,391-60.4% | $158,922-77.7% |
| Participation rate | 93.8% | 74.3%+19.5pp | 68.0%+25.8pp | 82.0%+11.8pp |
| Annual return | 19.15% | 345.68%-326.5pp | 245.62%-226.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,016 | $3,170-67.9% | $2,586-60.7% | $4,761-78.7% |
| Participant deferral / active EE | $4,082 | $4,598-11.2% | $3,890+4.9% | $5,982-31.8% |
| Admin fee / account holder | $534 | $6,153-91.3% | $4,881-89.1% | $11,246-95.2% |