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 | $30,012 | $55,214-45.6% | $104,607-71.3% | $73,488-59.2% |
| Participation rate | 89.2% | 67.8%+21.4pp | 74.1%+15.1pp | 70.7%+18.5pp |
| Annual return | 14.87% | 24.79%-9.9pp | 340.46%-325.6pp | 28.51%-13.6pp |
| Employer contribution / active EE | $644 | $1,468-56.2% | $2,681-76.0% | $2,270-71.7% |
| Participant deferral / active EE | $1,431 | $2,925-51.1% | $3,740-61.7% | $3,740-61.7% |
| Admin fee / account holder | $557 | $424+31.4% | $6,473-91.4% | $513+8.5% |