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 | $27,188 | $63,346-57.1% | $92,233-70.5% | $70,131-61.2% |
| Participation rate | 88.2% | 68.7%+19.6pp | 76.5%+11.8pp | 69.5%+18.7pp |
| Annual return | 13.99% | 530.12%-516.1pp | 176.28%-162.3pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,132 | $2,471-54.2% | $3,679-69.2% | $2,342-51.7% |
| Participant deferral / active EE | $2,576 | $2,854-9.7% | $3,897-33.9% | $3,332-22.7% |
| Admin fee / account holder | $2,274 | $3,840-40.8% | $5,194-56.2% | $4,645-51.0% |