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 | $12,465 | $48,046-74.1% | $84,611-85.3% | $72,985-82.9% |
| Participation rate | 96.8% | 57.6%+39.2pp | 68.2%+28.5pp | 69.5%+27.3pp |
| Annual return | 23.89% | 37.38%-13.5pp | 258.74%-234.9pp | 81.00%-57.1pp |
| Employer contribution / active EE | $1,984 | $1,602+23.8% | $2,652-25.2% | $2,440-18.7% |
| Participant deferral / active EE | $3,608 | $2,680+34.6% | $3,899-7.4% | $3,6070% |
| Admin fee / account holder | $1,232 | $3,395-63.7% | $4,912-74.9% | $5,124-76.0% |