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 | $53,445 | $95,416-44.0% | $185,823-71.2% | $85,850-37.7% |
| Participation rate | 72.3% | 68.8%+3.6pp | 81.7%-9.4pp | 69.3%+3.0pp |
| Annual return | 31.34% | 23.59%+7.8pp | 122.05%-90.7pp | 318.53%-287.2pp |
| Employer contribution / active EE | $1,500 | $3,314-54.7% | $5,167-71.0% | $2,565-41.5% |
| Participant deferral / active EE | $1,590 | $3,423-53.6% | $5,568-71.5% | $3,952-59.8% |
| Admin fee / account holder | $2,337 | $7,213-67.6% | $16,237-85.6% | $6,260-62.7% |