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 | $37,397 | $86,286-56.7% | $111,297-66.4% | $85,850-56.4% |
| Participation rate | 77.1% | 73.3%+3.8pp | 77.3%-0.2pp | 69.3%+7.8pp |
| Annual return | 12.43% | 19.99%-7.6pp | 54.65%-42.2pp | 318.53%-306.1pp |
| Employer contribution / active EE | $867 | $2,043-57.6% | $2,731-68.3% | $2,565-66.2% |
| Participant deferral / active EE | $2,324 | $3,641-36.2% | $4,487-48.2% | $3,952-41.2% |
| Admin fee / account holder | $1,701 | $8,188-79.2% | $7,964-78.6% | $6,260-72.8% |