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 | $27,411 | $85,202-67.8% | $172,739-84.1% | $72,985-62.4% |
| Participation rate | 71.8% | 70.1%+1.7pp | 82.6%-10.9pp | 69.5%+2.3pp |
| Annual return | 20.93% | 27.32%-6.4pp | 802.84%-781.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $871 | $3,324-73.8% | $5,143-83.1% | $2,440-64.3% |
| Participant deferral / active EE | $4,270 | $3,260+31.0% | $5,198-17.8% | $3,607+18.4% |
| Admin fee / account holder | $509 | $5,884-91.3% | $13,954-96.4% | $5,124-90.1% |