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 | $88,672-72.8% | $105,223-77.1% | $82,448-70.8% |
| Participation rate | 74.2% | 67.9%+6.3pp | 75.0%-0.9pp | 68.1%+6.1pp |
| Annual return | 16.55% | 30.86%-14.3pp | 180.65%-164.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $923 | $3,048-69.7% | $3,689-75.0% | $2,551-63.8% |
| Participant deferral / active EE | $4,094 | $4,036+1.4% | $5,072-19.3% | $4,139-1.1% |
| Admin fee / account holder | $3,113 | $7,146-56.4% | $8,859-64.9% | $7,234-57.0% |