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 | $23,112 | $65,409-64.7% | $98,442-76.5% | $85,850-73.1% |
| Participation rate | 94.4% | 65.0%+29.4pp | 73.3%+21.1pp | 69.3%+25.1pp |
| Annual return | 16.00% | 21.76%-5.8pp | 1492.73%-1476.7pp | 318.53%-302.5pp |
| Employer contribution / active EE | $1,196 | $2,168-44.8% | $2,960-59.6% | $2,565-53.4% |
| Participant deferral / active EE | $2,553 | $3,166-19.4% | $4,276-40.3% | $3,952-35.4% |
| Admin fee / account holder | $3,650 | $4,593-20.5% | $5,949-38.7% | $6,260-41.7% |