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 | $35,529 | $84,233-57.8% | $170,442-79.2% | $70,131-49.3% |
| Participation rate | 84.4% | 70.8%+13.5pp | 83.6%+0.8pp | 69.5%+14.8pp |
| Annual return | 84.24% | 23.06%+61.2pp | 205.93%-121.7pp | 73.14%+11.1pp |
| Employer contribution / active EE | $1,326 | $3,387-60.8% | $5,433-75.6% | $2,342-43.4% |
| Participant deferral / active EE | $1,703 | $3,086-44.8% | $4,939-65.5% | $3,332-48.9% |
| Admin fee / account holder | $2,937 | $5,698-48.5% | $13,880-78.8% | $4,645-36.8% |