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 | $37,912 | $58,828-35.6% | $77,999-51.4% | $62,891-39.7% |
| Participation rate | 71.4% | 71.1%+0.4pp | 75.5%-4.1pp | 69.3%+2.1pp |
| Annual return | 89.27% | 17.16%+72.1pp | 425.96%-336.7pp | 20.14%+69.1pp |
| Employer contribution / active EE | $494 | $1,672-70.4% | $2,470-80.0% | $2,281-78.3% |
| Participant deferral / active EE | $1,968 | $2,686-26.7% | $3,497-43.7% | $3,203-38.6% |
| Admin fee / account holder | $897 | $4,393-79.6% | $5,480-83.6% | $4,296-79.1% |