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 | $15,377 | $48,046-68.0% | $84,611-81.8% | $72,985-78.9% |
| Participation rate | 91.4% | 57.6%+33.8pp | 68.2%+23.2pp | 69.5%+21.9pp |
| Annual return | 34.97% | 37.38%-2.4pp | 258.74%-223.8pp | 81.00%-46.0pp |
| Employer contribution / active EE | $1,295 | $1,602-19.2% | $2,652-51.2% | $2,440-46.9% |
| Participant deferral / active EE | $3,606 | $2,680+34.5% | $3,899-7.5% | $3,6070% |
| Admin fee / account holder | $1,160 | $3,395-65.8% | $4,912-76.4% | $5,124-77.4% |