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 | $23,001 | $70,606-67.4% | $53,898-57.3% | $142,382-83.8% |
| Participation rate | 73.3% | 63.7%+9.6pp | 55.0%+18.4pp | 80.1%-6.8pp |
| Annual return | 17.36% | 619.81%-602.5pp | 528.60%-511.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,604 | $1,202+33.4% | $932+72.0% | $4,299-62.7% |
| Participant deferral / active EE | $2,324 | $2,364-1.7% | $1,826+27.2% | $6,507-64.3% |
| Admin fee / account holder | $1,650 | $2,852-42.1% | $2,491-33.8% | $12,624-86.9% |