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 | $33,474 | $85,202-60.7% | $172,739-80.6% | $72,985-54.1% |
| Participation rate | 77.8% | 70.1%+7.7pp | 82.6%-4.9pp | 69.5%+8.3pp |
| Annual return | 27.67% | 27.32%+0.3pp | 802.84%-775.2pp | 81.00%-53.3pp |
| Employer contribution / active EE | $1,204 | $3,324-63.8% | $5,143-76.6% | $2,440-50.7% |
| Participant deferral / active EE | $2,747 | $3,260-15.7% | $5,198-47.1% | $3,607-23.8% |
| Admin fee / account holder | $1,410 | $5,884-76.0% | $13,954-89.9% | $5,124-72.5% |