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 | $35,852 | $99,652-64.0% | $78,778-54.5% | $147,584-75.7% |
| Participation rate | 77.8% | 76.2%+1.5pp | 69.2%+8.6pp | 82.8%-5.1pp |
| Annual return | 11.49% | 47.28%-35.8pp | 35.62%-24.1pp | 578.55%-567.1pp |
| Employer contribution / active EE | $308 | $2,796-89.0% | $1,986-84.5% | $4,876-93.7% |
| Participant deferral / active EE | $2,707 | $3,664-26.1% | $2,958-8.5% | $5,439-50.2% |
| Admin fee / account holder | $12,120 | $7,155+69.4% | $5,134+136.1% | $10,885+11.3% |