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 | $22,787 | $91,190-75.0% | $178,490-87.2% | $79,858-71.5% |
| Participation rate | 73.9% | 69.2%+4.7pp | 81.9%-8.0pp | 69.6%+4.3pp |
| Annual return | 106.87% | 24.19%+82.7pp | 151.07%-44.2pp | 31.71%+75.2pp |
| Employer contribution / active EE | $1,024 | $3,256-68.6% | $5,011-79.6% | $2,471-58.6% |
| Participant deferral / active EE | $2,205 | $3,236-31.9% | $5,202-57.6% | $3,740-41.1% |
| Admin fee / account holder | $742 | $6,751-89.0% | $13,984-94.7% | $5,306-86.0% |