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 | $32,373 | $48,570-33.3% | $130,648-75.2% | $72,985-55.6% |
| Participation rate | 75.5% | 58.6%+16.9pp | 71.7%+3.7pp | 69.5%+6.0pp |
| Annual return | 20.98% | 38.63%-17.7pp | 1708.96%-1688.0pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,121 | $1,334+59.0% | $4,092-48.2% | $2,440-13.1% |
| Participant deferral / active EE | $3,491 | $2,384+46.5% | $3,603-3.1% | $3,607-3.2% |
| Admin fee / account holder | $520 | $3,549-85.3% | $5,464-90.5% | $5,124-89.8% |