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 | $42,032 | $102,966-59.2% | $90,281-53.4% | $152,861-72.5% |
| Participation rate | 77.3% | 75.9%+1.4pp | 73.3%+4.0pp | 82.4%-5.2pp |
| Annual return | 23.47% | 95.16%-71.7pp | 78.10%-54.6pp | 345.32%-321.8pp |
| Employer contribution / active EE | $836 | $3,139-73.4% | $2,854-70.7% | $4,762-82.4% |
| Participant deferral / active EE | $2,146 | $4,281-49.9% | $3,885-44.8% | $5,850-63.3% |
| Admin fee / account holder | $3,282 | $6,171-46.8% | $5,351-38.7% | $11,596-71.7% |