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 | $31,431 | $99,652-68.5% | $78,778-60.1% | $147,584-78.7% |
| Participation rate | 91.7% | 76.2%+15.4pp | 69.2%+22.5pp | 82.8%+8.8pp |
| Annual return | 23.45% | 47.28%-23.8pp | 35.62%-12.2pp | 578.55%-555.1pp |
| Employer contribution / active EE | $1,461 | $2,796-47.8% | $1,986-26.4% | $4,876-70.0% |
| Participant deferral / active EE | $2,153 | $3,664-41.2% | $2,958-27.2% | $5,439-60.4% |
| Admin fee / account holder | $1,223 | $7,155-82.9% | $5,134-76.2% | $10,885-88.8% |