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 | $46,440 | $101,069-54.1% | $81,478-43.0% | $147,584-68.5% |
| Participation rate | 93.8% | 74.5%+19.3pp | 68.0%+25.8pp | 82.8%+10.9pp |
| Annual return | 25.45% | 32.40%-7.0pp | 38.78%-13.3pp | 578.55%-553.1pp |
| Employer contribution / active EE | $1,129 | $3,205-64.8% | $2,568-56.0% | $4,876-76.8% |
| Participant deferral / active EE | $1,817 | $4,242-57.2% | $3,537-48.6% | $5,439-66.6% |
| Admin fee / account holder | $683 | $5,812-88.3% | $4,561-85.0% | $10,885-93.7% |