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 | $23,493 | $112,096-79.0% | $95,952-75.5% | $158,922-85.2% |
| Participation rate | 78.3% | 79.0%-0.7pp | 77.1%+1.2pp | 82.0%-3.7pp |
| Annual return | 11.83% | 171.09%-159.3pp | 91.61%-79.8pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,820 | $3,198-43.1% | $2,541-28.4% | $4,761-61.8% |
| Participant deferral / active EE | $2,771 | $4,784-42.1% | $4,167-33.5% | $5,982-53.7% |
| Admin fee / account holder | $372 | $10,130-96.3% | $6,795-94.5% | $11,246-96.7% |