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 | $25,407 | $99,652-74.5% | $78,778-67.7% | $147,584-82.8% |
| Participation rate | 92.9% | 76.2%+16.6pp | 69.2%+23.7pp | 82.8%+10.0pp |
| Annual return | 13.51% | 47.28%-33.8pp | 35.62%-22.1pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,752 | $2,796-37.3% | $1,986-11.7% | $4,876-64.1% |
| Participant deferral / active EE | $3,242 | $3,664-11.5% | $2,958+9.6% | $5,439-40.4% |
| Admin fee / account holder | $5,095 | $7,155-28.8% | $5,134-0.8% | $10,885-53.2% |