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 | $43,527 | $99,652-56.3% | $78,778-44.7% | $147,584-70.5% |
| Participation rate | 70.0% | 76.2%-6.2pp | 69.2%+0.8pp | 82.8%-12.8pp |
| Annual return | 21.73% | 47.28%-25.6pp | 35.62%-13.9pp | 578.55%-556.8pp |
| Employer contribution / active EE | $2,605 | $2,796-6.8% | $1,986+31.2% | $4,876-46.6% |
| Participant deferral / active EE | $9,077 | $3,664+147.8% | $2,958+206.8% | $5,439+66.9% |
| Admin fee / account holder | $372 | $7,155-94.8% | $5,134-92.8% | $10,885-96.6% |