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 | $29,736 | $88,672-66.5% | $105,223-71.7% | $82,448-63.9% |
| Participation rate | 88.2% | 67.9%+20.3pp | 75.0%+13.2pp | 68.1%+20.2pp |
| Annual return | 28.31% | 30.86%-2.5pp | 180.65%-152.3pp | 41.64%-13.3pp |
| Employer contribution / active EE | $874 | $3,048-71.3% | $3,689-76.3% | $2,551-65.7% |
| Participant deferral / active EE | $4,375 | $4,036+8.4% | $5,072-13.7% | $4,139+5.7% |
| Admin fee / account holder | $1,395 | $7,146-80.5% | $8,859-84.3% | $7,234-80.7% |