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 | $27,621 | $85,202-67.6% | $172,739-84.0% | $72,985-62.2% |
| Participation rate | 84.3% | 70.1%+14.3pp | 82.6%+1.7pp | 69.5%+14.8pp |
| Annual return | 22.84% | 27.32%-4.5pp | 802.84%-780.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $986 | $3,324-70.3% | $5,143-80.8% | $2,440-59.6% |
| Participant deferral / active EE | $2,026 | $3,260-37.8% | $5,198-61.0% | $3,607-43.8% |
| Admin fee / account holder | $1,047 | $5,884-82.2% | $13,954-92.5% | $5,124-79.6% |