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 | $39,494 | $99,079-60.1% | $77,999-49.4% | $273,961-85.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.5%-0.5pp | 83.0%-8.0pp |
| Annual return | 11.03% | 217.93%-206.9pp | 425.96%-414.9pp | 41.45%-30.4pp |
| Employer contribution / active EE | $1,887 | $3,308-43.0% | $2,470-23.6% | $4,869-61.2% |
| Participant deferral / active EE | $1,887 | $4,306-56.2% | $3,497-46.0% | $5,287-64.3% |
| Admin fee / account holder | $425 | $8,954-95.3% | $5,480-92.3% | $10,132-95.8% |