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 | $22,824 | $63,346-64.0% | $92,233-75.3% | $70,131-67.5% |
| Participation rate | 85.7% | 68.7%+17.0pp | 76.5%+9.2pp | 69.5%+16.2pp |
| Annual return | 12.68% | 530.12%-517.4pp | 176.28%-163.6pp | 73.14%-60.5pp |
| Employer contribution / active EE | $3,578 | $2,471+44.8% | $3,679-2.8% | $2,342+52.7% |
| Participant deferral / active EE | $1,530 | $2,854-46.4% | $3,897-60.7% | $3,332-54.1% |
| Admin fee / account holder | $1,165 | $3,840-69.7% | $5,194-77.6% | $4,645-74.9% |