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 | $34,864 | $39,019-10.7% | $80,716-56.8% | $85,850-59.4% |
| Participation rate | 96.6% | 41.5%+55.0pp | 54.2%+42.4pp | 69.3%+27.2pp |
| Annual return | 16.84% | 26.27%-9.4pp | 87.28%-70.4pp | 318.53%-301.7pp |
| Employer contribution / active EE | $3,562 | $722+393.4% | $1,160+207.1% | $2,565+38.9% |
| Participant deferral / active EE | $3,232 | $1,326+143.8% | $2,146+50.6% | $3,952-18.2% |
| Admin fee / account holder | $383 | $2,431-84.2% | $3,380-88.7% | $6,260-93.9% |