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 | $33,475 | $98,240-65.9% | $82,313-59.3% | $147,584-77.3% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 16.92% | 30.85%-13.9pp | 25.88%-9.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,772 | $3,192-44.5% | $2,428-27.0% | $4,876-63.7% |
| Participant deferral / active EE | $1,829 | $4,383-58.3% | $3,706-50.6% | $5,439-66.4% |
| Admin fee / account holder | $922 | $8,563-89.2% | $5,608-83.6% | $10,885-91.5% |