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 | $29,133 | $63,346-54.0% | $92,233-68.4% | $70,131-58.5% |
| Participation rate | 93.6% | 68.7%+24.9pp | 76.5%+17.1pp | 69.5%+24.1pp |
| Annual return | 22.49% | 530.12%-507.6pp | 176.28%-153.8pp | 73.14%-50.7pp |
| Employer contribution / active EE | $1,030 | $2,471-58.3% | $3,679-72.0% | $2,342-56.0% |
| Participant deferral / active EE | $4,243 | $2,854+48.7% | $3,897+8.9% | $3,332+27.4% |
| Admin fee / account holder | $555 | $3,840-85.5% | $5,194-89.3% | $4,645-88.1% |