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 | $20,762 | $65,561-68.3% | $86,188-75.9% | $75,163-72.4% |
| Participation rate | 83.3% | 60.5%+22.8pp | 69.0%+14.4pp | 67.2%+16.1pp |
| Annual return | 13.92% | 46.05%-32.1pp | 1168.45%-1154.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $950 | $1,553-38.8% | $2,380-60.1% | $2,670-64.4% |
| Participant deferral / active EE | $6,492 | $3,024+114.7% | $3,985+62.9% | $4,125+57.4% |
| Admin fee / account holder | $2,548 | $5,474-53.4% | $6,852-62.8% | $5,651-54.9% |