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 | $28,678 | $63,346-54.7% | $92,233-68.9% | $70,131-59.1% |
| Participation rate | 84.2% | 68.7%+15.5pp | 76.5%+7.7pp | 69.5%+14.7pp |
| Annual return | 15.90% | 530.12%-514.2pp | 176.28%-160.4pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,319 | $2,471-46.6% | $3,679-64.2% | $2,342-43.7% |
| Participant deferral / active EE | $2,552 | $2,854-10.6% | $3,897-34.5% | $3,332-23.4% |
| Admin fee / account holder | $564 | $3,840-85.3% | $5,194-89.1% | $4,645-87.9% |