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 | $41,455 | $106,890-61.2% | $84,015-50.7% | $152,861-72.9% |
| Participation rate | 76.9% | 75.2%+1.7pp | 69.0%+7.9pp | 82.4%-5.5pp |
| Annual return | 24.65% | 104.99%-80.3pp | 71.31%-46.7pp | 345.32%-320.7pp |
| Employer contribution / active EE | $503 | $2,734-81.6% | $1,983-74.7% | $4,762-89.4% |
| Participant deferral / active EE | $5,759 | $4,011+43.6% | $3,239+77.8% | $5,850-1.6% |
| Admin fee / account holder | $1,468 | $8,285-82.3% | $6,101-75.9% | $11,596-87.3% |