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 | $24,115 | $165,912-85.5% | $122,332-80.3% | $147,584-83.7% |
| Participation rate | 90.9% | 79.6%+11.3pp | 71.6%+19.3pp | 82.8%+8.1pp |
| Annual return | 20.70% | 34.55%-13.9pp | 30.27%-9.6pp | 578.55%-557.8pp |
| Employer contribution / active EE | $1,617 | $5,754-71.9% | $4,050-60.1% | $4,876-66.8% |
| Participant deferral / active EE | $7,212 | $4,005+80.1% | $3,287+119.4% | $5,439+32.6% |
| Admin fee / account holder | $503 | $7,424-93.2% | $5,478-90.8% | $10,885-95.4% |