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 | $30,278 | $105,181-71.2% | $159,436-81.0% | $85,850-64.7% |
| Participation rate | 84.1% | 75.8%+8.3pp | 82.8%+1.3pp | 69.3%+14.8pp |
| Annual return | 16.09% | 45.07%-29.0pp | 263.57%-247.5pp | 318.53%-302.4pp |
| Employer contribution / active EE | $754 | $3,318-77.3% | $4,829-84.4% | $2,565-70.6% |
| Participant deferral / active EE | $5,343 | $5,945-10.1% | $7,352-27.3% | $3,952+35.2% |
| Admin fee / account holder | $1,878 | $6,933-72.9% | $10,799-82.6% | $6,260-70.0% |