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 | $33,322 | $101,618-67.2% | $93,063-64.2% | $137,256-75.7% |
| Participation rate | 72.7% | 74.9%-2.2pp | 72.1%+0.6pp | 80.0%-7.2pp |
| Annual return | 13.29% | 223.95%-210.7pp | 34.15%-20.9pp | 220.34%-207.1pp |
| Employer contribution / active EE | $816 | $2,707-69.9% | $2,476-67.1% | $4,156-80.4% |
| Participant deferral / active EE | $970 | $4,279-77.3% | $3,958-75.5% | $6,407-84.9% |
| Admin fee / account holder | $1,386 | $6,198-77.6% | $6,033-77.0% | $12,270-88.7% |