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 | $26,487 | $59,417-55.4% | $93,606-71.7% | $74,495-64.4% |
| Participation rate | 79.3% | 59.7%+19.7pp | 68.7%+10.6pp | 67.2%+12.1pp |
| Annual return | 13.61% | 81.83%-68.2pp | 133.20%-119.6pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,762 | $1,264+39.4% | $2,420-27.2% | $2,623-32.8% |
| Participant deferral / active EE | $3,020 | $3,050-1.0% | $4,411-31.5% | $4,346-30.5% |
| Admin fee / account holder | $711 | $3,021-76.5% | $8,285-91.4% | $1,942-63.4% |