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 | $22,029 | $49,922-55.9% | $80,569-72.7% | $75,163-70.7% |
| Participation rate | 97.3% | 55.3%+42.0pp | 67.0%+30.3pp | 67.2%+30.1pp |
| Annual return | 16.47% | 34.69%-18.2pp | 935.43%-919.0pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,983 | $1,698+16.8% | $2,723-27.2% | $2,670-25.7% |
| Participant deferral / active EE | $4,858 | $2,990+62.4% | $4,447+9.2% | $4,125+17.8% |
| Admin fee / account holder | $5,408 | $3,577+51.2% | $5,377+0.6% | $5,651-4.3% |