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 | $22,417 | $102,966-78.2% | $90,281-75.2% | $152,861-85.3% |
| Participation rate | 95.7% | 75.9%+19.8pp | 73.3%+22.4pp | 82.4%+13.2pp |
| Annual return | 17.08% | 95.16%-78.1pp | 78.10%-61.0pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,593 | $3,139-49.2% | $2,854-44.2% | $4,762-66.6% |
| Participant deferral / active EE | $3,225 | $4,281-24.7% | $3,885-17.0% | $5,850-44.9% |
| Admin fee / account holder | $880 | $6,171-85.7% | $5,351-83.6% | $11,596-92.4% |