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 | $16,103 | $56,114-71.3% | $96,139-83.3% | $85,850-81.2% |
| Participation rate | 84.0% | 56.7%+27.3pp | 68.4%+15.6pp | 69.3%+14.7pp |
| Annual return | 22.77% | 42.30%-19.5pp | 191.94%-169.2pp | 318.53%-295.8pp |
| Employer contribution / active EE | $610 | $1,620-62.4% | $2,797-78.2% | $2,565-76.2% |
| Participant deferral / active EE | $2,915 | $2,859+2.0% | $4,349-33.0% | $3,952-26.2% |
| Admin fee / account holder | $336 | $3,768-91.1% | $5,537-93.9% | $6,260-94.6% |