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 | $23,989 | $55,415-56.7% | $155,509-84.6% | $74,495-67.8% |
| Participation rate | 75.8% | 61.9%+13.9pp | 78.2%-2.4pp | 67.2%+8.6pp |
| Annual return | 16.63% | 268.50%-251.9pp | 64.67%-48.0pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $1,223 | $2,267-46.0% | $4,672-73.8% | $2,623-53.4% |
| Participant deferral / active EE | $2,239 | $2,836-21.1% | $5,626-60.2% | $4,346-48.5% |
| Admin fee / account holder | $3,507 | $1,738+101.7% | $15,912-78.0% | $1,942+80.6% |