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 | $29,026 | $65,561-55.7% | $86,188-66.3% | $75,163-61.4% |
| Participation rate | 80.3% | 60.5%+19.8pp | 69.0%+11.4pp | 67.2%+13.1pp |
| Annual return | 17.89% | 46.05%-28.2pp | 1168.45%-1150.6pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,230 | $1,553-20.8% | $2,380-48.3% | $2,670-53.9% |
| Participant deferral / active EE | $3,353 | $3,024+10.9% | $3,985-15.9% | $4,125-18.7% |
| Admin fee / account holder | $725 | $5,474-86.8% | $6,852-89.4% | $5,651-87.2% |