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 | $32,857 | $76,000-56.8% | $154,107-78.7% | $64,186-48.8% |
| Participation rate | 98.0% | 70.4%+27.6pp | 83.0%+15.0pp | 69.6%+28.5pp |
| Annual return | 28.32% | 30.32%-2.0pp | 735.12%-706.8pp | 7.63%+20.7pp |
| Employer contribution / active EE | $761 | $3,351-77.3% | $5,298-85.6% | $2,381-68.0% |
| Participant deferral / active EE | $3,036 | $3,175-4.4% | $5,081-40.2% | $3,470-12.5% |
| Admin fee / account holder | $1,119 | $5,596-80.0% | $13,411-91.7% | $4,888-77.1% |