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 | $27,438 | $64,839-57.7% | $95,585-71.3% | $84,808-67.6% |
| Participation rate | 90.3% | 63.8%+26.5pp | 72.1%+18.2pp | 68.3%+22.0pp |
| Annual return | 14.51% | -670.96%+685.5pp | 38.56%-24.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,670 | $1,759+108.7% | $2,527+45.3% | $2,631+39.5% |
| Participant deferral / active EE | $7,868 | $2,965+165.4% | $4,023+95.6% | $4,212+86.8% |
| Admin fee / account holder | $5,460 | $5,964-8.5% | $6,127-10.9% | $7,344-25.7% |