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 | $18,914 | $107,934-82.5% | $91,989-79.4% | $152,861-87.6% |
| Participation rate | 90.5% | 81.2%+9.3pp | 78.6%+11.8pp | 82.4%+8.0pp |
| Annual return | 18.94% | 89.24%-70.3pp | 69.02%-50.1pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,448 | $4,210-65.6% | $3,452-58.0% | $4,762-69.6% |
| Participant deferral / active EE | $4,265 | $6,364-33.0% | $5,923-28.0% | $5,850-27.1% |
| Admin fee / account holder | $2,119 | $10,520-79.9% | $7,743-72.6% | $11,596-81.7% |