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 | $31,809 | $105,181-69.8% | $159,436-80.0% | $85,850-62.9% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.8%-1.3pp | 69.3%+12.2pp |
| Annual return | 36.20% | 45.07%-8.9pp | 263.57%-227.4pp | 318.53%-282.3pp |
| Employer contribution / active EE | $942 | $3,318-71.6% | $4,829-80.5% | $2,565-63.3% |
| Participant deferral / active EE | $3,770 | $5,945-36.6% | $7,352-48.7% | $3,952-4.6% |
| Admin fee / account holder | $1,294 | $6,933-81.3% | $10,799-88.0% | $6,260-79.3% |