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 | $23,745 | $112,881-79.0% | $90,951-73.9% | $158,922-85.1% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 24.39% | 215.79%-191.4pp | 134.60%-110.2pp | 302.83%-278.4pp |
| Employer contribution / active EE | $1,385 | $2,893-52.1% | $2,122-34.7% | $4,761-70.9% |
| Participant deferral / active EE | $3,345 | $4,128-19.0% | $3,373-0.8% | $5,982-44.1% |
| Admin fee / account holder | $953 | $8,041-88.2% | $5,959-84.0% | $11,246-91.5% |