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 | $30,728 | $226,064-86.4% | $182,532-83.2% | $152,861-79.9% |
| Participation rate | 90.9% | 82.5%+8.5pp | 78.0%+12.9pp | 82.4%+8.5pp |
| Annual return | 31.03% | 192.51%-161.5pp | 148.54%-117.5pp | 345.32%-314.3pp |
| Employer contribution / active EE | $796 | $4,978-84.0% | $4,076-80.5% | $4,762-83.3% |
| Participant deferral / active EE | $10,378 | $6,368+63.0% | $5,524+87.9% | $5,850+77.4% |
| Admin fee / account holder | $349 | $10,703-96.7% | $8,592-95.9% | $11,596-97.0% |