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 | $33,877 | $98,750-65.7% | $149,696-77.4% | $79,858-57.6% |
| Participation rate | 72.7% | 75.8%-3.0pp | 82.5%-9.7pp | 69.6%+3.1pp |
| Annual return | 17.46% | 27.43%-10.0pp | 276.60%-259.1pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,297 | $3,216-59.7% | $4,644-72.1% | $2,471-47.5% |
| Participant deferral / active EE | $3,724 | $5,680-34.4% | $6,842-45.6% | $3,740-0.4% |
| Admin fee / account holder | $1,767 | $6,053-70.8% | $9,309-81.0% | $5,306-66.7% |