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 | $31,876 | $63,346-49.7% | $92,233-65.4% | $70,131-54.5% |
| Participation rate | 75.8% | 68.7%+7.1pp | 76.5%-0.7pp | 69.5%+6.2pp |
| Annual return | 18.53% | 530.12%-511.6pp | 176.28%-157.8pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,201 | $2,471-51.4% | $3,679-67.4% | $2,342-48.7% |
| Participant deferral / active EE | $2,144 | $2,854-24.9% | $3,897-45.0% | $3,332-35.6% |
| Admin fee / account holder | $1,058 | $3,840-72.4% | $5,194-79.6% | $4,645-77.2% |