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 | $53,814 | $85,202-36.8% | $172,739-68.8% | $72,985-26.3% |
| Participation rate | 86.9% | 70.1%+16.8pp | 82.6%+4.2pp | 69.5%+17.4pp |
| Annual return | 21.91% | 27.32%-5.4pp | 802.84%-780.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,709 | $3,324-48.6% | $5,143-66.8% | $2,440-29.9% |
| Participant deferral / active EE | $2,873 | $3,260-11.9% | $5,198-44.7% | $3,607-20.4% |
| Admin fee / account holder | $6,043 | $5,884+2.7% | $13,954-56.7% | $5,124+17.9% |