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 | $39,482 | $85,202-53.7% | $172,739-77.1% | $72,985-45.9% |
| Participation rate | 71.4% | 70.1%+1.4pp | 82.6%-11.2pp | 69.5%+1.9pp |
| Annual return | 17.05% | 27.32%-10.3pp | 802.84%-785.8pp | 81.00%-63.9pp |
| Employer contribution / active EE | $1,680 | $3,324-49.5% | $5,143-67.3% | $2,440-31.2% |
| Participant deferral / active EE | $2,817 | $3,260-13.6% | $5,198-45.8% | $3,607-21.9% |
| Admin fee / account holder | $9,452 | $5,884+60.6% | $13,954-32.3% | $5,124+84.4% |