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 | $38,085 | $85,202-55.3% | $172,739-78.0% | $72,985-47.8% |
| Participation rate | 75.4% | 70.1%+5.3pp | 82.6%-7.2pp | 69.5%+5.9pp |
| Annual return | 23.72% | 27.32%-3.6pp | 802.84%-779.1pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,870 | $3,324-43.8% | $5,143-63.6% | $2,440-23.4% |
| Participant deferral / active EE | $4,177 | $3,260+28.1% | $5,198-19.6% | $3,607+15.8% |
| Admin fee / account holder | $1,120 | $5,884-81.0% | $13,954-92.0% | $5,124-78.1% |