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 | $36,139 | $63,346-43.0% | $92,233-60.8% | $70,131-48.5% |
| Participation rate | 75.9% | 68.7%+7.3pp | 76.5%-0.6pp | 69.5%+6.4pp |
| Annual return | 13.94% | 530.12%-516.2pp | 176.28%-162.3pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,458 | $2,471-41.0% | $3,679-60.4% | $2,342-37.8% |
| Participant deferral / active EE | $2,047 | $2,854-28.3% | $3,897-47.5% | $3,332-38.6% |
| Admin fee / account holder | $1,918 | $3,840-50.0% | $5,194-63.1% | $4,645-58.7% |