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 | $19,579 | $63,861-69.3% | $104,607-81.3% | $79,858-75.5% |
| Participation rate | 87.2% | 64.9%+22.3pp | 74.1%+13.2pp | 69.6%+17.6pp |
| Annual return | 25.58% | 21.30%+4.3pp | 340.46%-314.9pp | 31.71%-6.1pp |
| Employer contribution / active EE | $1,213 | $1,588-23.7% | $2,681-54.8% | $2,471-50.9% |
| Participant deferral / active EE | $5,464 | $2,693+102.9% | $3,740+46.1% | $3,740+46.1% |
| Admin fee / account holder | $590 | $4,185-85.9% | $6,473-90.9% | $5,306-88.9% |