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 | $28,002 | $96,635-71.0% | $86,612-67.7% | $139,434-79.9% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 20.29% | 106.41%-86.1pp | 591.07%-570.8pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,299 | $3,263-60.2% | $3,022-57.0% | $4,751-72.6% |
| Participant deferral / active EE | $1,461 | $4,836-69.8% | $4,438-67.1% | $6,710-78.2% |
| Admin fee / account holder | $2,286 | $6,408-64.3% | $5,614-59.3% | $11,403-80.0% |