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 | $30,715 | $95,416-67.8% | $185,823-83.5% | $85,850-64.2% |
| Participation rate | 90.3% | 68.8%+21.6pp | 81.7%+8.6pp | 69.3%+21.0pp |
| Annual return | 22.01% | 23.59%-1.6pp | 122.05%-100.0pp | 318.53%-296.5pp |
| Employer contribution / active EE | $4,422 | $3,314+33.5% | $5,167-14.4% | $2,565+72.4% |
| Participant deferral / active EE | $2,940 | $3,423-14.1% | $5,568-47.2% | $3,952-25.6% |
| Admin fee / account holder | $1,735 | $7,213-75.9% | $16,237-89.3% | $6,260-72.3% |