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 | $19,110 | $111,724-82.9% | $93,606-79.6% | $145,922-86.9% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 10.45% | 202.98%-192.5pp | 133.20%-122.7pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,276 | $3,090-58.7% | $2,420-47.3% | $4,660-72.6% |
| Participant deferral / active EE | $3,478 | $4,912-29.2% | $4,411-21.1% | $6,688-48.0% |
| Admin fee / account holder | $3,186 | $10,250-68.9% | $8,285-61.5% | $13,397-76.2% |