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 | $24,320 | $74,888-67.5% | $71,209-65.8% | $142,382-82.9% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.1%-1.5pp |
| Annual return | 18.77% | 345.14%-326.4pp | 282.51%-263.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,220 | $2,854-57.3% | $2,721-55.2% | $4,299-71.6% |
| Participant deferral / active EE | $4,416 | $4,454-0.9% | $4,175+5.8% | $6,507-32.1% |
| Admin fee / account holder | $1,907 | $5,568-65.8% | $5,349-64.3% | $12,624-84.9% |