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 | $38,785 | $112,881-65.6% | $90,951-57.4% | $158,922-75.6% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 13.74% | 215.79%-202.0pp | 134.60%-120.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,287 | $2,893-21.0% | $2,122+7.8% | $4,761-52.0% |
| Participant deferral / active EE | $8,832 | $4,128+114.0% | $3,373+161.9% | $5,982+47.6% |
| Admin fee / account holder | $2,869 | $8,041-64.3% | $5,959-51.9% | $11,246-74.5% |