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 | $45,759 | $102,966-55.6% | $90,281-49.3% | $152,861-70.1% |
| Participation rate | 72.2% | 75.9%-3.6pp | 73.3%-1.0pp | 82.4%-10.2pp |
| Annual return | 11.47% | 95.16%-83.7pp | 78.10%-66.6pp | 345.32%-333.8pp |
| Employer contribution / active EE | $268 | $3,139-91.5% | $2,854-90.6% | $4,762-94.4% |
| Participant deferral / active EE | $1,516 | $4,281-64.6% | $3,885-61.0% | $5,850-74.1% |
| Admin fee / account holder | $17,611 | $6,171+185.4% | $5,351+229.1% | $11,596+51.9% |