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 | $27,498 | $48,046-42.8% | $84,611-67.5% | $72,985-62.3% |
| Participation rate | 92.3% | 57.6%+34.7pp | 68.2%+24.1pp | 69.5%+22.8pp |
| Annual return | 20.87% | 37.38%-16.5pp | 258.74%-237.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $554 | $1,602-65.4% | $2,652-79.1% | $2,440-77.3% |
| Participant deferral / active EE | $2,428 | $2,680-9.4% | $3,899-37.7% | $3,607-32.7% |
| Admin fee / account holder | $438 | $3,395-87.1% | $4,912-91.1% | $5,124-91.5% |