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 | $24,993 | $95,416-73.8% | $185,823-86.5% | $85,850-70.9% |
| Participation rate | 75.4% | 68.8%+6.6pp | 81.7%-6.3pp | 69.3%+6.0pp |
| Annual return | 12.82% | 23.59%-10.8pp | 122.05%-109.2pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,489 | $3,314-55.1% | $5,167-71.2% | $2,565-42.0% |
| Participant deferral / active EE | $1,382 | $3,423-59.6% | $5,568-75.2% | $3,952-65.0% |
| Admin fee / account holder | $2,605 | $7,213-63.9% | $16,237-84.0% | $6,260-58.4% |