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 | $45,257 | $121,625-62.8% | $104,607-56.7% | $158,922-71.5% |
| Participation rate | 93.3% | 77.5%+15.8pp | 74.1%+19.3pp | 82.0%+11.4pp |
| Annual return | 14.20% | 465.26%-451.1pp | 340.46%-326.3pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,592 | $3,163-49.7% | $2,681-40.6% | $4,761-66.6% |
| Participant deferral / active EE | $2,690 | $4,177-35.6% | $3,740-28.1% | $5,982-55.0% |
| Admin fee / account holder | $9,134 | $7,787+17.3% | $6,473+41.1% | $11,246-18.8% |