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 | $22,938 | $48,230-52.4% | $67,502-66.0% | $80,856-71.6% |
| Participation rate | 75.0% | 66.4%+8.6pp | 72.9%+2.1pp | 67.6%+7.4pp |
| Annual return | 20.96% | 18.28%+2.7pp | 3512.12%-3491.2pp | 35.59%-14.6pp |
| Employer contribution / active EE | $482 | $2,020-76.1% | $2,731-82.4% | $2,755-82.5% |
| Participant deferral / active EE | $2,632 | $2,924-10.0% | $4,000-34.2% | $4,296-38.7% |
| Admin fee / account holder | $2,223 | $3,681-39.6% | $3,998-44.4% | $6,918-67.9% |