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 | $23,089 | $63,346-63.6% | $92,233-75.0% | $70,131-67.1% |
| Participation rate | 81.0% | 68.7%+12.4pp | 76.5%+4.6pp | 69.5%+11.5pp |
| Annual return | 22.78% | 530.12%-507.3pp | 176.28%-153.5pp | 73.14%-50.4pp |
| Employer contribution / active EE | $1,500 | $2,471-39.3% | $3,679-59.2% | $2,342-36.0% |
| Participant deferral / active EE | $4,736 | $2,854+66.0% | $3,897+21.5% | $3,332+42.1% |
| Admin fee / account holder | $754 | $3,840-80.4% | $5,194-85.5% | $4,645-83.8% |