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 | $24,664 | $56,114-56.0% | $96,139-74.3% | $85,850-71.3% |
| Participation rate | 71.0% | 56.7%+14.2pp | 68.4%+2.5pp | 69.3%+1.7pp |
| Annual return | 13.99% | 42.30%-28.3pp | 191.94%-178.0pp | 318.53%-304.5pp |
| Employer contribution / active EE | $2,574 | $1,620+58.9% | $2,797-8.0% | $2,565+0.4% |
| Participant deferral / active EE | $3,724 | $2,859+30.2% | $4,349-14.4% | $3,952-5.8% |
| Admin fee / account holder | $1,779 | $3,768-52.8% | $5,537-67.9% | $6,260-71.6% |