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 | $28,686 | $98,240-70.8% | $82,313-65.2% | $147,584-80.6% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.5pp | 82.8%-11.4pp |
| Annual return | 17.18% | 30.85%-13.7pp | 25.88%-8.7pp | 578.55%-561.4pp |
| Employer contribution / active EE | $564 | $3,192-82.3% | $2,428-76.8% | $4,876-88.4% |
| Participant deferral / active EE | $2,819 | $4,383-35.7% | $3,706-23.9% | $5,439-48.2% |
| Admin fee / account holder | $7,928 | $8,563-7.4% | $5,608+41.4% | $10,885-27.2% |