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 | $42,632 | $70,606-39.6% | $53,898-20.9% | $142,382-70.1% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 13.98% | 619.81%-605.8pp | 528.60%-514.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,267 | $1,202+5.4% | $932+35.9% | $4,299-70.5% |
| Participant deferral / active EE | $1,439 | $2,364-39.1% | $1,826-21.2% | $6,507-77.9% |
| Admin fee / account holder | $319 | $2,852-88.8% | $2,491-87.2% | $12,624-97.5% |