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 | $30,828 | $48,364-36.3% | $71,796-57.1% | $62,891-51.0% |
| Participation rate | 75.8% | 60.6%+15.2pp | 69.1%+6.7pp | 69.3%+6.5pp |
| Annual return | 8.46% | 13.16%-4.7pp | 78.04%-69.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $345 | $1,042-66.9% | $1,924-82.1% | $2,281-84.9% |
| Participant deferral / active EE | $2,231 | $2,091+6.7% | $2,794-20.2% | $3,203-30.3% |
| Admin fee / account holder | $951 | $3,771-74.8% | $4,815-80.2% | $4,296-77.9% |