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 | $32,953 | $106,890-69.2% | $84,015-60.8% | $152,861-78.4% |
| Participation rate | 84.6% | 75.2%+9.4pp | 69.0%+15.6pp | 82.4%+2.2pp |
| Annual return | 20.06% | 104.99%-84.9pp | 71.31%-51.2pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,714 | $2,734-37.3% | $1,983-13.6% | $4,762-64.0% |
| Participant deferral / active EE | $2,756 | $4,011-31.3% | $3,239-14.9% | $5,850-52.9% |
| Admin fee / account holder | $386 | $8,285-95.3% | $6,101-93.7% | $11,596-96.7% |