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 5-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 | $10,022 | $51,638-80.6% | $68,368-85.3% | $82,448-87.8% |
| Participation rate | 80.0% | 63.6%+16.4pp | 73.8%+6.2pp | 68.1%+11.9pp |
| Annual return | 22.21% | 37.53%-15.3pp | 292.57%-270.4pp | 41.64%-19.4pp |
| Employer contribution / active EE | $1,028 | $2,047-49.8% | $2,649-61.2% | $2,551-59.7% |
| Participant deferral / active EE | $1,572 | $2,914-46.0% | $4,123-61.9% | $4,139-62.0% |
| Admin fee / account holder | $560 | $4,643-87.9% | $5,150-89.1% | $7,234-92.3% |