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 | $22,195 | $50,958-56.4% | $74,550-70.2% | $64,186-65.4% |
| Participation rate | 84.6% | 61.1%+23.6pp | 69.1%+15.5pp | 69.6%+15.0pp |
| Annual return | 1184.87% | -1.86%+1186.7pp | 32.53%+1152.3pp | 7.63%+1177.2pp |
| Employer contribution / active EE | $2,088 | $1,115+87.2% | $1,961+6.5% | $2,381-12.3% |
| Participant deferral / active EE | $4,950 | $2,301+115.1% | $3,108+59.3% | $3,470+42.7% |
| Admin fee / account holder | $1,381 | $4,223-67.3% | $5,060-72.7% | $4,888-71.7% |