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 | $40,496 | $99,652-59.4% | $78,778-48.6% | $147,584-72.6% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 19.19% | 47.28%-28.1pp | 35.62%-16.4pp | 578.55%-559.4pp |
| Employer contribution / active EE | $977 | $2,796-65.0% | $1,986-50.8% | $4,876-80.0% |
| Participant deferral / active EE | $1,724 | $3,664-52.9% | $2,958-41.7% | $5,439-68.3% |
| Admin fee / account holder | $338 | $7,155-95.3% | $5,134-93.4% | $10,885-96.9% |