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 | $34,809 | $63,861-45.5% | $104,607-66.7% | $79,858-56.4% |
| Participation rate | 83.9% | 64.9%+18.9pp | 74.1%+9.8pp | 69.6%+14.2pp |
| Annual return | 19.26% | 21.30%-2.0pp | 340.46%-321.2pp | 31.71%-12.5pp |
| Employer contribution / active EE | $3,114 | $1,588+96.0% | $2,681+16.2% | $2,471+26.0% |
| Participant deferral / active EE | $6,344 | $2,693+135.5% | $3,740+69.7% | $3,740+69.6% |
| Admin fee / account holder | $515 | $4,185-87.7% | $6,473-92.1% | $5,306-90.3% |