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 | $32,077 | $132,634-75.8% | $115,768-72.3% | $137,256-76.6% |
| Participation rate | 94.7% | 77.9%+16.9pp | 74.4%+20.3pp | 80.0%+14.8pp |
| Annual return | 15.04% | 160.70%-145.7pp | 100.46%-85.4pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,428 | $3,360-57.5% | $2,940-51.4% | $4,156-65.6% |
| Participant deferral / active EE | $3,132 | $5,619-44.2% | $4,917-36.3% | $6,407-51.1% |
| Admin fee / account holder | $1,036 | $15,028-93.1% | $12,439-91.7% | $12,270-91.6% |