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 | $40,887 | $99,652-59.0% | $78,778-48.1% | $147,584-72.3% |
| Participation rate | 84.6% | 76.2%+8.4pp | 69.2%+15.4pp | 82.8%+1.8pp |
| Annual return | 15.80% | 47.28%-31.5pp | 35.62%-19.8pp | 578.55%-562.7pp |
| Employer contribution / active EE | $589 | $2,796-78.9% | $1,986-70.3% | $4,876-87.9% |
| Participant deferral / active EE | $2,618 | $3,664-28.5% | $2,958-11.5% | $5,439-51.9% |
| Admin fee / account holder | $4,997 | $7,155-30.2% | $5,134-2.7% | $10,885-54.1% |