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 | $26,950 | $117,841-77.1% | $102,423-73.7% | $145,922-81.5% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 18.98% | 31.65%-12.7pp | 29.32%-10.3pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,793 | $3,615-50.4% | $3,023-40.7% | $4,660-61.5% |
| Participant deferral / active EE | $2,656 | $5,731-53.7% | $5,053-47.4% | $6,688-60.3% |
| Admin fee / account holder | $307 | $13,326-97.7% | $9,451-96.8% | $13,397-97.7% |