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 | $24,626 | $85,202-71.1% | $172,739-85.7% | $72,985-66.3% |
| Participation rate | 96.2% | 70.1%+26.1pp | 82.6%+13.5pp | 69.5%+26.7pp |
| Annual return | 16.84% | 27.32%-10.5pp | 802.84%-786.0pp | 81.00%-64.2pp |
| Employer contribution / active EE | $2,566 | $3,324-22.8% | $5,143-50.1% | $2,440+5.2% |
| Participant deferral / active EE | $3,734 | $3,260+14.5% | $5,198-28.2% | $3,607+3.5% |
| Admin fee / account holder | $471 | $5,884-92.0% | $13,954-96.6% | $5,124-90.8% |