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 | $42,755 | $85,202-49.8% | $172,739-75.2% | $72,985-41.4% |
| Participation rate | 93.6% | 70.1%+23.6pp | 82.6%+11.0pp | 69.5%+24.1pp |
| Annual return | 19.67% | 27.32%-7.6pp | 802.84%-783.2pp | 81.00%-61.3pp |
| Employer contribution / active EE | $719 | $3,324-78.4% | $5,143-86.0% | $2,440-70.5% |
| Participant deferral / active EE | $1,945 | $3,260-40.3% | $5,198-62.6% | $3,607-46.1% |
| Admin fee / account holder | $1,254 | $5,884-78.7% | $13,954-91.0% | $5,124-75.5% |