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 | $34,369 | $76,000-54.8% | $154,107-77.7% | $64,186-46.5% |
| Participation rate | 73.3% | 70.4%+2.9pp | 83.0%-9.7pp | 69.6%+3.8pp |
| Annual return | 4.77% | 30.32%-25.5pp | 735.12%-730.3pp | 7.63%-2.9pp |
| Employer contribution / active EE | $1,187 | $3,351-64.6% | $5,298-77.6% | $2,381-50.1% |
| Participant deferral / active EE | $1,625 | $3,175-48.8% | $5,081-68.0% | $3,470-53.2% |
| Admin fee / account holder | $738 | $5,596-86.8% | $13,411-94.5% | $4,888-84.9% |