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 | $104,974-68.3% | $95,585-65.1% | $142,382-76.6% |
| Participation rate | 72.7% | 75.0%-2.2pp | 72.1%+0.7pp | 80.1%-7.4pp |
| Annual return | 13.29% | 210.33%-197.0pp | 38.56%-25.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $816 | $2,779-70.6% | $2,527-67.7% | $4,299-81.0% |
| Participant deferral / active EE | $970 | $4,352-77.7% | $4,023-75.9% | $6,507-85.1% |
| Admin fee / account holder | $1,386 | $6,386-78.3% | $6,127-77.4% | $12,624-89.0% |