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 | $29,604 | $76,000-61.0% | $154,107-80.8% | $64,186-53.9% |
| Participation rate | 94.5% | 70.4%+24.1pp | 83.0%+11.5pp | 69.6%+25.0pp |
| Annual return | 75.23% | 30.32%+44.9pp | 735.12%-659.9pp | 7.63%+67.6pp |
| Employer contribution / active EE | $784 | $3,351-76.6% | $5,298-85.2% | $2,381-67.1% |
| Participant deferral / active EE | $1,748 | $3,175-45.0% | $5,081-65.6% | $3,470-49.6% |
| Admin fee / account holder | $1,471 | $5,596-73.7% | $13,411-89.0% | $4,888-69.9% |