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 | $36,738 | $62,327-41.1% | $120,354-69.5% | $74,495-50.7% |
| Participation rate | 71.0% | 56.8%+14.2pp | 71.9%-0.9pp | 67.2%+3.8pp |
| Annual return | 11.09% | 18.61%-7.5pp | 107.15%-96.1pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $1,383 | $1,843-25.0% | $3,463-60.1% | $2,623-47.3% |
| Participant deferral / active EE | $2,120 | $2,893-26.7% | $4,991-57.5% | $4,346-51.2% |
| Admin fee / account holder | $5,514 | $2,396+130.1% | $9,423-41.5% | $1,942+184.0% |