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 | $36,385 | $95,416-61.9% | $185,823-80.4% | $85,850-57.6% |
| Participation rate | 72.5% | 68.8%+3.7pp | 81.7%-9.2pp | 69.3%+3.1pp |
| Annual return | 14.87% | 23.59%-8.7pp | 122.05%-107.2pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,535 | $3,314-53.7% | $5,167-70.3% | $2,565-40.2% |
| Participant deferral / active EE | $2,838 | $3,423-17.1% | $5,568-49.0% | $3,952-28.2% |
| Admin fee / account holder | $3,912 | $7,213-45.8% | $16,237-75.9% | $6,260-37.5% |