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 | $33,134 | $63,346-47.7% | $92,233-64.1% | $70,131-52.8% |
| Participation rate | 71.6% | 68.7%+2.9pp | 76.5%-4.9pp | 69.5%+2.1pp |
| Annual return | 20.37% | 530.12%-509.7pp | 176.28%-155.9pp | 73.14%-52.8pp |
| Employer contribution / active EE | $503 | $2,471-79.6% | $3,679-86.3% | $2,342-78.5% |
| Participant deferral / active EE | $4,388 | $2,854+53.8% | $3,897+12.6% | $3,332+31.7% |
| Admin fee / account holder | $554 | $3,840-85.6% | $5,194-89.3% | $4,645-88.1% |