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 | $36,889 | $112,881-67.3% | $90,951-59.4% | $158,922-76.8% |
| Participation rate | 89.5% | 74.7%+14.7pp | 69.0%+20.5pp | 82.0%+7.5pp |
| Annual return | 16.03% | 215.79%-199.8pp | 134.60%-118.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,629 | $2,893-43.7% | $2,122-23.2% | $4,761-65.8% |
| Participant deferral / active EE | $3,185 | $4,128-22.8% | $3,373-5.6% | $5,982-46.8% |
| Admin fee / account holder | $770 | $8,041-90.4% | $5,959-87.1% | $11,246-93.2% |