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 | $20,483 | $69,207-70.4% | $64,056-68.0% | $139,434-85.3% |
| Participation rate | 72.2% | 75.6%-3.4pp | 72.3%-0.1pp | 80.3%-8.1pp |
| Annual return | 21.54% | 45.88%-24.3pp | 33.69%-12.1pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,431 | $3,182-55.0% | $2,747-47.9% | $4,751-69.9% |
| Participant deferral / active EE | $6,172 | $4,682+31.8% | $3,880+59.1% | $6,710-8.0% |
| Admin fee / account holder | $1,990 | $4,244-53.1% | $3,068-35.1% | $11,403-82.5% |