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 | $26,121 | $99,079-73.6% | $77,999-66.5% | $273,961-90.5% |
| Participation rate | 76.5% | 78.6%-2.1pp | 75.5%+0.9pp | 83.0%-6.5pp |
| Annual return | 6.48% | 217.93%-211.4pp | 425.96%-419.5pp | 41.45%-35.0pp |
| Employer contribution / active EE | $565 | $3,308-82.9% | $2,470-77.1% | $4,869-88.4% |
| Participant deferral / active EE | $3,194 | $4,306-25.8% | $3,497-8.7% | $5,287-39.6% |
| Admin fee / account holder | $3,525 | $8,954-60.6% | $5,480-35.7% | $10,132-65.2% |