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 | $30,316 | $95,416-68.2% | $185,823-83.7% | $85,850-64.7% |
| Participation rate | 88.4% | 68.8%+19.6pp | 81.7%+6.7pp | 69.3%+19.1pp |
| Annual return | 16.29% | 23.59%-7.3pp | 122.05%-105.8pp | 318.53%-302.2pp |
| Employer contribution / active EE | $2,320 | $3,314-30.0% | $5,167-55.1% | $2,565-9.6% |
| Participant deferral / active EE | $3,055 | $3,423-10.8% | $5,568-45.1% | $3,952-22.7% |
| Admin fee / account holder | $2,123 | $7,213-70.6% | $16,237-86.9% | $6,260-66.1% |