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 | $27,886 | $104,907-73.4% | $84,611-67.0% | $152,861-81.8% |
| Participation rate | 72.7% | 74.8%-2.1pp | 68.2%+4.5pp | 82.4%-9.7pp |
| Annual return | 19.70% | 373.79%-354.1pp | 258.74%-239.0pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,059 | $3,302-67.9% | $2,652-60.1% | $4,762-77.8% |
| Participant deferral / active EE | $1,893 | $4,688-59.6% | $3,899-51.4% | $5,850-67.6% |
| Admin fee / account holder | $872 | $6,241-86.0% | $4,912-82.3% | $11,596-92.5% |