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 | $23,016 | $70,669-67.4% | $169,368-86.4% | $75,163-69.4% |
| Participation rate | 97.6% | 64.8%+32.8pp | 77.1%+20.5pp | 67.2%+30.4pp |
| Annual return | 21.81% | 36.36%-14.6pp | 405.60%-383.8pp | 160.62%-138.8pp |
| Employer contribution / active EE | $1,972 | $2,211-10.8% | $4,013-50.9% | $2,670-26.1% |
| Participant deferral / active EE | $3,256 | $4,311-24.5% | $6,221-47.7% | $4,125-21.1% |
| Admin fee / account holder | $1,701 | $5,402-68.5% | $9,003-81.1% | $5,651-69.9% |