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 | $27,570 | $85,202-67.6% | $172,739-84.0% | $72,985-62.2% |
| Participation rate | 82.4% | 70.1%+12.3pp | 82.6%-0.3pp | 69.5%+12.9pp |
| Annual return | 18.28% | 27.32%-9.0pp | 802.84%-784.6pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,435 | $3,324-56.8% | $5,143-72.1% | $2,440-41.2% |
| Participant deferral / active EE | $902 | $3,260-72.3% | $5,198-82.6% | $3,607-75.0% |
| Admin fee / account holder | $1,715 | $5,884-70.9% | $13,954-87.7% | $5,124-66.5% |