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 | $26,327 | $98,750-73.3% | $149,696-82.4% | $79,858-67.0% |
| Participation rate | 76.8% | 75.8%+1.0pp | 82.5%-5.7pp | 69.6%+7.2pp |
| Annual return | 15.69% | 27.43%-11.7pp | 276.60%-260.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $721 | $3,216-77.6% | $4,644-84.5% | $2,471-70.8% |
| Participant deferral / active EE | $4,601 | $5,680-19.0% | $6,842-32.7% | $3,740+23.0% |
| Admin fee / account holder | $497 | $6,053-91.8% | $9,309-94.7% | $5,306-90.6% |