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 | $31,319 | $81,632-61.6% | $70,449-55.5% | $158,922-80.3% |
| Participation rate | 82.4% | 77.7%+4.6pp | 75.1%+7.3pp | 82.0%+0.4pp |
| Annual return | 29.33% | 208.40%-179.1pp | 109.03%-79.7pp | 302.83%-273.5pp |
| Employer contribution / active EE | $963 | $3,217-70.1% | $2,737-64.8% | $4,761-79.8% |
| Participant deferral / active EE | $4,526 | $4,554-0.6% | $3,709+22.0% | $5,982-24.3% |
| Admin fee / account holder | $910 | $6,193-85.3% | $3,845-76.3% | $11,246-91.9% |