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 | $31,320 | $65,409-52.1% | $98,442-68.2% | $85,850-63.5% |
| Participation rate | 96.6% | 65.0%+31.6pp | 73.3%+23.2pp | 69.3%+27.2pp |
| Annual return | 13.48% | 21.76%-8.3pp | 1492.73%-1479.2pp | 318.53%-305.1pp |
| Employer contribution / active EE | $2,213 | $2,168+2.1% | $2,960-25.2% | $2,565-13.7% |
| Participant deferral / active EE | $2,317 | $3,166-26.8% | $4,276-45.8% | $3,952-41.4% |
| Admin fee / account holder | $4,056 | $4,593-11.7% | $5,949-31.8% | $6,260-35.2% |