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 | $38,604 | $165,912-76.7% | $122,332-68.4% | $147,584-73.8% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 22.81% | 34.55%-11.7pp | 30.27%-7.5pp | 578.55%-555.7pp |
| Employer contribution / active EE | $979 | $5,754-83.0% | $4,050-75.8% | $4,876-79.9% |
| Participant deferral / active EE | $2,163 | $4,005-46.0% | $3,287-34.2% | $5,439-60.2% |
| Admin fee / account holder | $2,276 | $7,424-69.3% | $5,478-58.4% | $10,885-79.1% |