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 | $24,980 | $99,341-74.9% | $84,750-70.5% | $273,961-90.9% |
| Participation rate | 72.2% | 80.7%-8.5pp | 76.6%-4.4pp | 83.0%-10.8pp |
| Annual return | 126.15% | 22.93%+103.2pp | 22.78%+103.4pp | 41.45%+84.7pp |
| Employer contribution / active EE | $3,529 | $4,214-16.3% | $3,574-1.3% | $4,869-27.5% |
| Participant deferral / active EE | $7,539 | $4,269+76.6% | $3,712+103.1% | $5,287+42.6% |
| Admin fee / account holder | $872 | $6,644-86.9% | $5,332-83.6% | $10,132-91.4% |