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 | $29,286 | $63,346-53.8% | $92,233-68.2% | $70,131-58.2% |
| Participation rate | 85.2% | 68.7%+16.5pp | 76.5%+8.7pp | 69.5%+15.6pp |
| Annual return | 14.09% | 530.12%-516.0pp | 176.28%-162.2pp | 73.14%-59.1pp |
| Employer contribution / active EE | $8,243 | $2,471+233.6% | $3,679+124.0% | $2,342+251.9% |
| Participant deferral / active EE | $2,280 | $2,854-20.1% | $3,897-41.5% | $3,332-31.6% |
| Admin fee / account holder | $1,633 | $3,840-57.5% | $5,194-68.6% | $4,645-64.8% |