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 | $17,236 | $54,762-68.5% | $90,281-80.9% | $72,985-76.4% |
| Participation rate | 91.4% | 65.1%+26.3pp | 73.3%+18.2pp | 69.5%+21.9pp |
| Annual return | 51.80% | 30.63%+21.2pp | 78.10%-26.3pp | 81.00%-29.2pp |
| Employer contribution / active EE | $858 | $2,092-59.0% | $2,854-69.9% | $2,440-64.8% |
| Participant deferral / active EE | $3,457 | $2,887+19.7% | $3,885-11.0% | $3,607-4.2% |
| Admin fee / account holder | $724 | $3,972-81.8% | $5,351-86.5% | $5,124-85.9% |