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 | $30,250 | $115,770-73.9% | $101,248-70.1% | $158,922-81.0% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.0pp | 82.0%+10.9pp |
| Annual return | 22.41% | 56.14%-33.7pp | 46.47%-24.1pp | 302.83%-280.4pp |
| Employer contribution / active EE | $4,376 | $4,175+4.8% | $3,660+19.6% | $4,761-8.1% |
| Participant deferral / active EE | $7,887 | $4,957+59.1% | $4,370+80.5% | $5,982+31.8% |
| Admin fee / account holder | $1,703 | $7,245-76.5% | $5,945-71.3% | $11,246-84.9% |