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 | $39,502 | $109,817-64.0% | $98,442-59.9% | $167,490-76.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 12.16% | 1956.69%-1944.5pp | 1492.73%-1480.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $833 | $3,224-74.2% | $2,960-71.8% | $4,837-82.8% |
| Participant deferral / active EE | $1,703 | $4,673-63.6% | $4,276-60.2% | $6,341-73.1% |
| Admin fee / account holder | $635 | $6,753-90.6% | $5,949-89.3% | $12,309-94.8% |