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 | $28,551 | $63,346-54.9% | $92,233-69.0% | $70,131-59.3% |
| Participation rate | 89.2% | 68.7%+20.6pp | 76.5%+12.8pp | 69.5%+19.7pp |
| Annual return | 15.50% | 530.12%-514.6pp | 176.28%-160.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $877 | $2,471-64.5% | $3,679-76.2% | $2,342-62.6% |
| Participant deferral / active EE | $1,775 | $2,854-37.8% | $3,897-54.5% | $3,332-46.7% |
| Admin fee / account holder | $2,577 | $3,840-32.9% | $5,194-50.4% | $4,645-44.5% |