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 | $29,611 | $49,922-40.7% | $80,569-63.2% | $75,163-60.6% |
| Participation rate | 73.1% | 55.3%+17.8pp | 67.0%+6.1pp | 67.2%+5.9pp |
| Annual return | 17.23% | 34.69%-17.5pp | 935.43%-918.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,063 | $1,698-37.4% | $2,723-61.0% | $2,670-60.2% |
| Participant deferral / active EE | $2,368 | $2,990-20.8% | $4,447-46.8% | $4,125-42.6% |
| Admin fee / account holder | $4,769 | $3,577+33.3% | $5,377-11.3% | $5,651-15.6% |