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 | $27,854 | $85,202-67.3% | $172,739-83.9% | $72,985-61.8% |
| Participation rate | 90.4% | 70.1%+20.3pp | 82.6%+7.8pp | 69.5%+20.9pp |
| Annual return | 17.29% | 27.32%-10.0pp | 802.84%-785.5pp | 81.00%-63.7pp |
| Employer contribution / active EE | $1,246 | $3,324-62.5% | $5,143-75.8% | $2,440-48.9% |
| Participant deferral / active EE | $1,526 | $3,260-53.2% | $5,198-70.6% | $3,607-57.7% |
| Admin fee / account holder | $10,046 | $5,884+70.7% | $13,954-28.0% | $5,124+96.0% |