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 | $40,154 | $70,428-43.0% | $96,562-58.4% | $85,850-53.2% |
| Participation rate | 74.1% | 61.8%+12.3pp | 69.8%+4.3pp | 69.3%+4.8pp |
| Annual return | 13.07% | 18.59%-5.5pp | 37.78%-24.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $874 | $1,413-38.2% | $2,356-62.9% | $2,565-65.9% |
| Participant deferral / active EE | $2,592 | $2,894-10.4% | $3,849-32.7% | $3,952-34.4% |
| Admin fee / account holder | $41,495 | $4,997+730.4% | $6,181+571.4% | $6,260+562.9% |