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 | $22,595 | $77,419-70.8% | $69,455-67.5% | $152,861-85.2% |
| Participation rate | 78.9% | 78.1%+0.8pp | 74.6%+4.3pp | 82.4%-3.5pp |
| Annual return | 25.61% | 39.06%-13.5pp | 28.97%-3.4pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,169 | $3,315-64.7% | $2,779-57.9% | $4,762-75.5% |
| Participant deferral / active EE | $2,387 | $4,414-45.9% | $3,535-32.5% | $5,850-59.2% |
| Admin fee / account holder | $480 | $6,207-92.3% | $3,839-87.5% | $11,596-95.9% |