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 | $30,183 | $85,202-64.6% | $172,739-82.5% | $72,985-58.6% |
| Participation rate | 97.4% | 70.1%+27.3pp | 82.6%+14.8pp | 69.5%+27.9pp |
| Annual return | 21.05% | 27.32%-6.3pp | 802.84%-781.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,567 | $3,324-52.9% | $5,143-69.5% | $2,440-35.8% |
| Participant deferral / active EE | $2,088 | $3,260-36.0% | $5,198-59.8% | $3,607-42.1% |
| Admin fee / account holder | $1,739 | $5,884-70.5% | $13,954-87.5% | $5,124-66.1% |