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 | $18,254 | $85,202-78.6% | $172,739-89.4% | $72,985-75.0% |
| Participation rate | 76.9% | 70.1%+6.9pp | 82.6%-5.7pp | 69.5%+7.4pp |
| Annual return | 34.54% | 27.32%+7.2pp | 802.84%-768.3pp | 81.00%-46.5pp |
| Employer contribution / active EE | $1,927 | $3,324-42.0% | $5,143-62.5% | $2,440-21.0% |
| Participant deferral / active EE | $2,720 | $3,260-16.6% | $5,198-47.7% | $3,607-24.6% |
| Admin fee / account holder | $552 | $5,884-90.6% | $13,954-96.0% | $5,124-89.2% |