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 | $53,824 | $85,202-36.8% | $172,739-68.8% | $72,985-26.3% |
| Participation rate | 72.4% | 70.1%+2.4pp | 82.6%-10.2pp | 69.5%+2.9pp |
| Annual return | 23.98% | 27.32%-3.3pp | 802.84%-778.9pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,590 | $3,324-52.2% | $5,143-69.1% | $2,440-34.8% |
| Participant deferral / active EE | $4,332 | $3,260+32.9% | $5,198-16.7% | $3,607+20.1% |
| Admin fee / account holder | $4,675 | $5,884-20.6% | $13,954-66.5% | $5,124-8.8% |