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 | $23,127 | $53,127-56.5% | $86,590-73.3% | $70,131-67.0% |
| Participation rate | 93.3% | 65.3%+28.0pp | 73.5%+19.8pp | 69.5%+23.8pp |
| Annual return | 124.12% | 27.66%+96.5pp | 964.84%-840.7pp | 73.14%+51.0pp |
| Employer contribution / active EE | $336 | $2,068-83.8% | $2,839-88.2% | $2,342-85.7% |
| Participant deferral / active EE | $1,430 | $2,696-47.0% | $3,609-60.4% | $3,332-57.1% |
| Admin fee / account holder | $4,307 | $3,585+20.1% | $4,906-12.2% | $4,645-7.3% |