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 | $27,966 | $152,587-81.7% | $125,175-77.7% | $152,861-81.7% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 21.37% | 54.84%-33.5pp | 43.79%-22.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,127 | $4,946-57.0% | $3,865-45.0% | $4,762-55.3% |
| Participant deferral / active EE | $4,242 | $5,868-27.7% | $4,937-14.1% | $5,850-27.5% |
| Admin fee / account holder | $789 | $13,434-94.1% | $9,702-91.9% | $11,596-93.2% |