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 | $33,106 | $48,570-31.8% | $130,648-74.7% | $72,985-54.6% |
| Participation rate | 71.9% | 58.6%+13.3pp | 71.7%+0.1pp | 69.5%+2.4pp |
| Annual return | 21.70% | 38.63%-16.9pp | 1708.96%-1687.3pp | 81.00%-59.3pp |
| Employer contribution / active EE | $312 | $1,334-76.6% | $4,092-92.4% | $2,440-87.2% |
| Participant deferral / active EE | $1,809 | $2,384-24.1% | $3,603-49.8% | $3,607-49.9% |
| Admin fee / account holder | $2,217 | $3,549-37.5% | $5,464-59.4% | $5,124-56.7% |