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 | $39,117 | $78,422-50.1% | $95,952-59.2% | $79,858-51.0% |
| Participation rate | 88.2% | 73.5%+14.7pp | 77.1%+11.2pp | 69.6%+18.6pp |
| Annual return | 11.76% | 19.37%-7.6pp | 91.61%-79.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,501 | $1,945-22.8% | $2,541-40.9% | $2,471-39.2% |
| Participant deferral / active EE | $2,757 | $3,440-19.9% | $4,167-33.8% | $3,740-26.3% |
| Admin fee / account holder | $19,610 | $5,622+248.8% | $6,795+188.6% | $5,306+269.6% |