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 | $35,566 | $53,127-33.1% | $86,590-58.9% | $70,131-49.3% |
| Participation rate | 71.0% | 65.3%+5.7pp | 73.5%-2.6pp | 69.5%+1.4pp |
| Annual return | 26.26% | 27.66%-1.4pp | 964.84%-938.6pp | 73.14%-46.9pp |
| Employer contribution / active EE | $1,432 | $2,068-30.8% | $2,839-49.6% | $2,342-38.9% |
| Participant deferral / active EE | $4,573 | $2,696+69.6% | $3,609+26.7% | $3,332+37.3% |
| Admin fee / account holder | $1,609 | $3,585-55.1% | $4,906-67.2% | $4,645-65.4% |