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 | $44,672 | $85,202-47.6% | $172,739-74.1% | $72,985-38.8% |
| Participation rate | 89.8% | 70.1%+19.7pp | 82.6%+7.1pp | 69.5%+20.3pp |
| Annual return | 25.92% | 27.32%-1.4pp | 802.84%-776.9pp | 81.00%-55.1pp |
| Employer contribution / active EE | $1,444 | $3,324-56.6% | $5,143-71.9% | $2,440-40.8% |
| Participant deferral / active EE | $3,593 | $3,260+10.2% | $5,198-30.9% | $3,607-0.4% |
| Admin fee / account holder | $2,424 | $5,884-58.8% | $13,954-82.6% | $5,124-52.7% |