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 | $22,006 | $49,922-55.9% | $80,569-72.7% | $75,163-70.7% |
| Participation rate | 87.2% | 55.3%+31.9pp | 67.0%+20.2pp | 67.2%+20.0pp |
| Annual return | 19.55% | 34.69%-15.1pp | 935.43%-915.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $662 | $1,698-61.0% | $2,723-75.7% | $2,670-75.2% |
| Participant deferral / active EE | $1,642 | $2,990-45.1% | $4,447-63.1% | $4,125-60.2% |
| Admin fee / account holder | $1,287 | $3,577-64.0% | $5,377-76.1% | $5,651-77.2% |