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 | $20,949 | $49,922-58.0% | $80,569-74.0% | $75,163-72.1% |
| Participation rate | 95.0% | 55.3%+39.7pp | 67.0%+28.0pp | 67.2%+27.8pp |
| Annual return | 14.21% | 34.69%-20.5pp | 935.43%-921.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $2,250 | $1,698+32.5% | $2,723-17.4% | $2,670-15.7% |
| Participant deferral / active EE | $4,161 | $2,990+39.1% | $4,447-6.4% | $4,125+0.9% |
| Admin fee / account holder | $955 | $3,577-73.3% | $5,377-82.2% | $5,651-83.1% |