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 | $30,765 | $63,346-51.4% | $92,233-66.6% | $70,131-56.1% |
| Participation rate | 77.4% | 68.7%+8.7pp | 76.5%+0.9pp | 69.5%+7.9pp |
| Annual return | 17.76% | 530.12%-512.4pp | 176.28%-158.5pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,479 | $2,471-40.2% | $3,679-59.8% | $2,342-36.9% |
| Participant deferral / active EE | $2,984 | $2,854+4.6% | $3,897-23.4% | $3,332-10.4% |
| Admin fee / account holder | $2,002 | $3,840-47.9% | $5,194-61.5% | $4,645-56.9% |