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 | $28,647 | $85,202-66.4% | $172,739-83.4% | $72,985-60.7% |
| Participation rate | 78.9% | 70.1%+8.9pp | 82.6%-3.7pp | 69.5%+9.5pp |
| Annual return | 24.79% | 27.32%-2.5pp | 802.84%-778.1pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,359 | $3,324-59.1% | $5,143-73.6% | $2,440-44.3% |
| Participant deferral / active EE | $2,126 | $3,260-34.8% | $5,198-59.1% | $3,607-41.1% |
| Admin fee / account holder | $3,762 | $5,884-36.1% | $13,954-73.0% | $5,124-26.6% |