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 | $30,357 | $70,669-57.0% | $169,368-82.1% | $75,163-59.6% |
| Participation rate | 96.4% | 64.8%+31.6pp | 77.1%+19.2pp | 67.2%+29.2pp |
| Annual return | 17.38% | 36.36%-19.0pp | 405.60%-388.2pp | 160.62%-143.2pp |
| Employer contribution / active EE | $797 | $2,211-63.9% | $4,013-80.1% | $2,670-70.1% |
| Participant deferral / active EE | $5,703 | $4,311+32.3% | $6,221-8.3% | $4,125+38.3% |
| Admin fee / account holder | $6,010 | $5,402+11.2% | $9,003-33.3% | $5,651+6.3% |