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 | $34,352 | $48,570-29.3% | $130,648-73.7% | $72,985-52.9% |
| Participation rate | 91.9% | 58.6%+33.3pp | 71.7%+20.1pp | 69.5%+22.4pp |
| Annual return | 24.68% | 38.63%-13.9pp | 1708.96%-1684.3pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,823 | $1,334+36.7% | $4,092-55.4% | $2,440-25.3% |
| Participant deferral / active EE | $2,686 | $2,384+12.7% | $3,603-25.4% | $3,607-25.5% |
| Admin fee / account holder | $748 | $3,549-78.9% | $5,464-86.3% | $5,124-85.4% |