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 | $24,094 | $89,753-73.2% | $107,525-77.6% | $84,808-71.6% |
| Participation rate | 74.2% | 68.1%+6.1pp | 75.1%-0.9pp | 68.3%+5.9pp |
| Annual return | 16.55% | 29.48%-12.9pp | 181.32%-164.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $923 | $3,113-70.4% | $3,754-75.4% | $2,631-64.9% |
| Participant deferral / active EE | $4,094 | $4,056+0.9% | $5,116-20.0% | $4,212-2.8% |
| Admin fee / account holder | $3,113 | $7,222-56.9% | $8,919-65.1% | $7,344-57.6% |