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 | $39,281 | $85,202-53.9% | $172,739-77.3% | $72,985-46.2% |
| Participation rate | 74.6% | 70.1%+4.6pp | 82.6%-8.0pp | 69.5%+5.1pp |
| Annual return | 38.44% | 27.32%+11.1pp | 802.84%-764.4pp | 81.00%-42.6pp |
| Employer contribution / active EE | $1,527 | $3,324-54.1% | $5,143-70.3% | $2,440-37.4% |
| Participant deferral / active EE | $3,587 | $3,260+10.0% | $5,198-31.0% | $3,607-0.6% |
| Admin fee / account holder | $1,408 | $5,884-76.1% | $13,954-89.9% | $5,124-72.5% |