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 | $23,806 | $102,616-76.8% | $81,983-71.0% | $158,922-85.0% |
| Participation rate | 92.9% | 75.5%+17.3pp | 69.2%+23.6pp | 82.0%+10.9pp |
| Annual return | 16.18% | 61.04%-44.9pp | 41.31%-25.1pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,017 | $3,240-68.6% | $2,498-59.3% | $4,761-78.6% |
| Participant deferral / active EE | $5,035 | $4,648+8.3% | $3,722+35.3% | $5,982-15.8% |
| Admin fee / account holder | $494 | $8,235-94.0% | $5,664-91.3% | $11,246-95.6% |