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 | $24,438 | $74,661-67.3% | $160,784-84.8% | $67,986-64.1% |
| Participation rate | 72.1% | 57.1%+15.0pp | 77.0%-4.9pp | 57.2%+14.9pp |
| Annual return | 14.49% | 28.83%-14.3pp | 1803.92%-1789.4pp | 31.67%-17.2pp |
| Employer contribution / active EE | $1,668 | $1,829-8.8% | $3,733-55.3% | $2,019-17.4% |
| Participant deferral / active EE | $4,761 | $3,681+29.4% | $6,293-24.3% | $3,358+41.8% |
| Admin fee / account holder | $6,817 | $3,959+72.2% | $9,717-29.8% | $3,203+112.8% |