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 | $26,337 | $126,574-79.2% | $106,213-75.2% | $145,922-82.0% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 19.26% | 224.79%-205.5pp | 116.14%-96.9pp | 561.29%-542.0pp |
| Employer contribution / active EE | $1,482 | $3,730-60.3% | $3,171-53.3% | $4,660-68.2% |
| Participant deferral / active EE | $3,086 | $5,724-46.1% | $5,016-38.5% | $6,688-53.9% |
| Admin fee / account holder | $1,188 | $17,304-93.1% | $11,033-89.2% | $13,397-91.1% |