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 | $24,512 | $85,202-71.2% | $172,739-85.8% | $72,985-66.4% |
| Participation rate | 76.2% | 70.1%+6.1pp | 82.6%-6.5pp | 69.5%+6.7pp |
| Annual return | 23.18% | 27.32%-4.1pp | 802.84%-779.7pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,442 | $3,324-56.6% | $5,143-72.0% | $2,440-40.9% |
| Participant deferral / active EE | $2,360 | $3,260-27.6% | $5,198-54.6% | $3,607-34.6% |
| Admin fee / account holder | $1,313 | $5,884-77.7% | $13,954-90.6% | $5,124-74.4% |