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 | $39,180 | $85,202-54.0% | $172,739-77.3% | $72,985-46.3% |
| Participation rate | 96.7% | 70.1%+26.6pp | 82.6%+14.0pp | 69.5%+27.2pp |
| Annual return | 22.87% | 27.32%-4.5pp | 802.84%-780.0pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,939 | $3,324-41.7% | $5,143-62.3% | $2,440-20.5% |
| Participant deferral / active EE | $3,821 | $3,260+17.2% | $5,198-26.5% | $3,607+5.9% |
| Admin fee / account holder | $352 | $5,884-94.0% | $13,954-97.5% | $5,124-93.1% |