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 | $34,008 | $85,202-60.1% | $172,739-80.3% | $72,985-53.4% |
| Participation rate | 84.1% | 70.1%+14.0pp | 82.6%+1.4pp | 69.5%+14.6pp |
| Annual return | 22.04% | 27.32%-5.3pp | 802.84%-780.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,047 | $3,324-68.5% | $5,143-79.6% | $2,440-57.1% |
| Participant deferral / active EE | $1,744 | $3,260-46.5% | $5,198-66.4% | $3,607-51.6% |
| Admin fee / account holder | $1,235 | $5,884-79.0% | $13,954-91.2% | $5,124-75.9% |