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 | $30,722 | $99,032-69.0% | $80,019-61.6% | $135,375-77.3% |
| Participation rate | 87.0% | 78.4%+8.6pp | 75.8%+11.1pp | 82.6%+4.3pp |
| Annual return | 29.31% | 15.39%+13.9pp | 11.22%+18.1pp | 519.73%-490.4pp |
| Employer contribution / active EE | $1,839 | $3,043-39.6% | $2,468-25.5% | $4,779-61.5% |
| Participant deferral / active EE | $1,307 | $4,282-69.5% | $3,686-64.6% | $5,609-76.7% |
| Admin fee / account holder | $468 | $10,436-95.5% | $6,521-92.8% | $10,827-95.7% |