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 | $20,503 | $84,233-75.7% | $170,442-88.0% | $70,131-70.8% |
| Participation rate | 73.3% | 70.8%+2.5pp | 83.6%-10.3pp | 69.5%+3.8pp |
| Annual return | 41.97% | 23.06%+18.9pp | 205.93%-164.0pp | 73.14%-31.2pp |
| Employer contribution / active EE | $1,329 | $3,387-60.8% | $5,433-75.5% | $2,342-43.3% |
| Participant deferral / active EE | $2,824 | $3,086-8.5% | $4,939-42.8% | $3,332-15.2% |
| Admin fee / account holder | $446 | $5,698-92.2% | $13,880-96.8% | $4,645-90.4% |