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 | $26,617 | $53,127-49.9% | $86,590-69.3% | $70,131-62.0% |
| Participation rate | 75.8% | 65.3%+10.5pp | 73.5%+2.3pp | 69.5%+6.3pp |
| Annual return | 26.22% | 27.66%-1.4pp | 964.84%-938.6pp | 73.14%-46.9pp |
| Employer contribution / active EE | $662 | $2,068-68.0% | $2,839-76.7% | $2,342-71.7% |
| Participant deferral / active EE | $1,100 | $2,696-59.2% | $3,609-69.5% | $3,332-67.0% |
| Admin fee / account holder | $4,332 | $3,585+20.8% | $4,906-11.7% | $4,645-6.8% |