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 | $28,857 | $95,416-69.8% | $185,823-84.5% | $85,850-66.4% |
| Participation rate | 91.2% | 68.8%+22.4pp | 81.7%+9.5pp | 69.3%+21.9pp |
| Annual return | 14.76% | 23.59%-8.8pp | 122.05%-107.3pp | 318.53%-303.8pp |
| Employer contribution / active EE | $1,393 | $3,314-58.0% | $5,167-73.0% | $2,565-45.7% |
| Participant deferral / active EE | $2,395 | $3,423-30.0% | $5,568-57.0% | $3,952-39.4% |
| Admin fee / account holder | $514 | $7,213-92.9% | $16,237-96.8% | $6,260-91.8% |