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 | $35,261 | $77,899-54.7% | $149,673-76.4% | $75,163-53.1% |
| Participation rate | 93.3% | 65.6%+27.8pp | 78.8%+14.6pp | 67.2%+26.1pp |
| Annual return | 71.54% | 31.72%+39.8pp | 134.42%-62.9pp | 160.62%-89.1pp |
| Employer contribution / active EE | $2,109 | $3,137-32.8% | $4,818-56.2% | $2,670-21.0% |
| Participant deferral / active EE | $3,989 | $3,411+16.9% | $5,680-29.8% | $4,125-3.3% |
| Admin fee / account holder | $539 | $5,956-91.0% | $13,210-95.9% | $5,651-90.5% |