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 | $25,875 | $85,202-69.6% | $172,739-85.0% | $72,985-64.5% |
| Participation rate | 97.3% | 70.1%+27.2pp | 82.6%+14.7pp | 69.5%+27.8pp |
| Annual return | 27.97% | 27.32%+0.6pp | 802.84%-774.9pp | 81.00%-53.0pp |
| Employer contribution / active EE | $1,808 | $3,324-45.6% | $5,143-64.9% | $2,440-25.9% |
| Participant deferral / active EE | $2,259 | $3,260-30.7% | $5,198-56.5% | $3,607-37.4% |
| Admin fee / account holder | $1,524 | $5,884-74.1% | $13,954-89.1% | $5,124-70.3% |