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 | $20,777 | $84,233-75.3% | $170,442-87.8% | $70,131-70.4% |
| Participation rate | 96.7% | 70.8%+25.8pp | 83.6%+13.1pp | 69.5%+27.1pp |
| Annual return | 34.50% | 23.06%+11.4pp | 205.93%-171.4pp | 73.14%-38.6pp |
| Employer contribution / active EE | $1,426 | $3,387-57.9% | $5,433-73.8% | $2,342-39.1% |
| Participant deferral / active EE | $1,654 | $3,086-46.4% | $4,939-66.5% | $3,332-50.4% |
| Admin fee / account holder | $1,011 | $5,698-82.3% | $13,880-92.7% | $4,645-78.2% |