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 | $25,867 | $98,750-73.8% | $149,696-82.7% | $79,858-67.6% |
| Participation rate | 77.1% | 75.8%+1.3pp | 82.5%-5.4pp | 69.6%+7.5pp |
| Annual return | 19.07% | 27.43%-8.4pp | 276.60%-257.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $2,558 | $3,216-20.5% | $4,644-44.9% | $2,471+3.5% |
| Participant deferral / active EE | $4,009 | $5,680-29.4% | $6,842-41.4% | $3,740+7.2% |
| Admin fee / account holder | $1,635 | $6,053-73.0% | $9,309-82.4% | $5,306-69.2% |