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 | $37,541 | $85,202-55.9% | $172,739-78.3% | $72,985-48.6% |
| Participation rate | 70.5% | 70.1%+0.4pp | 82.6%-12.2pp | 69.5%+1.0pp |
| Annual return | 24.79% | 27.32%-2.5pp | 802.84%-778.1pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,043 | $3,324-68.6% | $5,143-79.7% | $2,440-57.2% |
| Participant deferral / active EE | $1,998 | $3,260-38.7% | $5,198-61.6% | $3,607-44.6% |
| Admin fee / account holder | $3,120 | $5,884-47.0% | $13,954-77.6% | $5,124-39.1% |