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 | $35,584 | $96,305-63.1% | $80,569-55.8% | $139,434-74.5% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 12.72% | 1350.08%-1337.4pp | 935.43%-922.7pp | 372.94%-360.2pp |
| Employer contribution / active EE | $1,636 | $3,262-49.8% | $2,723-39.9% | $4,751-65.6% |
| Participant deferral / active EE | $3,162 | $5,232-39.6% | $4,447-28.9% | $6,710-52.9% |
| Admin fee / account holder | $349 | $6,599-94.7% | $5,377-93.5% | $11,403-96.9% |