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 | $24,764 | $85,202-70.9% | $172,739-85.7% | $72,985-66.1% |
| Participation rate | 76.3% | 70.1%+6.2pp | 82.6%-6.4pp | 69.5%+6.8pp |
| Annual return | 22.05% | 27.32%-5.3pp | 802.84%-780.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,759 | $3,324-47.1% | $5,143-65.8% | $2,440-27.9% |
| Participant deferral / active EE | $3,518 | $3,260+7.9% | $5,198-32.3% | $3,607-2.5% |
| Admin fee / account holder | $2,170 | $5,884-63.1% | $13,954-84.5% | $5,124-57.7% |