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 | $36,082 | $95,416-62.2% | $185,823-80.6% | $85,850-58.0% |
| Participation rate | 98.9% | 68.8%+30.1pp | 81.7%+17.2pp | 69.3%+29.6pp |
| Annual return | 34.24% | 23.59%+10.7pp | 122.05%-87.8pp | 318.53%-284.3pp |
| Employer contribution / active EE | $1,687 | $3,314-49.1% | $5,167-67.3% | $2,565-34.2% |
| Participant deferral / active EE | $2,320 | $3,423-32.2% | $5,568-58.3% | $3,952-41.3% |
| Admin fee / account holder | $514 | $7,213-92.9% | $16,237-96.8% | $6,260-91.8% |