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 | $24,126 | $63,346-61.9% | $92,233-73.8% | $70,131-65.6% |
| Participation rate | 70.8% | 68.7%+2.1pp | 76.5%-5.7pp | 69.5%+1.2pp |
| Annual return | 13.45% | 530.12%-516.7pp | 176.28%-162.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,324 | $2,471-46.4% | $3,679-64.0% | $2,342-43.5% |
| Participant deferral / active EE | $1,873 | $2,854-34.4% | $3,897-51.9% | $3,332-43.8% |
| Admin fee / account holder | $1,387 | $3,840-63.9% | $5,194-73.3% | $4,645-70.1% |