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 | $32,121 | $85,202-62.3% | $172,739-81.4% | $72,985-56.0% |
| Participation rate | 90.5% | 70.1%+20.5pp | 82.6%+7.9pp | 69.5%+21.1pp |
| Annual return | 20.70% | 27.32%-6.6pp | 802.84%-782.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $951 | $3,324-71.4% | $5,143-81.5% | $2,440-61.0% |
| Participant deferral / active EE | $5,141 | $3,260+57.7% | $5,198-1.1% | $3,607+42.5% |
| Admin fee / account holder | $1,500 | $5,884-74.5% | $13,954-89.3% | $5,124-70.7% |