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 | $21,713 | $106,890-79.7% | $84,015-74.2% | $152,861-85.8% |
| Participation rate | 86.4% | 75.2%+11.1pp | 69.0%+17.4pp | 82.4%+3.9pp |
| Annual return | 25.55% | 104.99%-79.4pp | 71.31%-45.8pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,039 | $2,734-62.0% | $1,983-47.6% | $4,762-78.2% |
| Participant deferral / active EE | $2,293 | $4,011-42.8% | $3,239-29.2% | $5,850-60.8% |
| Admin fee / account holder | $4,406 | $8,285-46.8% | $6,101-27.8% | $11,596-62.0% |