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 | $54,272 | $67,823-20.0% | $52,425+3.5% | $137,256-60.5% |
| Participation rate | 83.3% | 63.9%+19.4pp | 55.6%+27.7pp | 80.0%+3.4pp |
| Annual return | 10.90% | 219.11%-208.2pp | 302.12%-291.2pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,527 | $1,163+31.3% | $914+67.0% | $4,156-63.3% |
| Participant deferral / active EE | $2,362 | $2,288+3.2% | $1,790+31.9% | $6,407-63.1% |
| Admin fee / account holder | $303 | $2,844-89.4% | $2,495-87.9% | $12,270-97.5% |