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 | $14,500 | $75,828-80.9% | $147,614-90.2% | $59,632-75.7% |
| Participation rate | 89.7% | 71.6%+18.1pp | 84.6%+5.0pp | 68.7%+21.0pp |
| Annual return | 9.39% | 0.37%+9.0pp | 61.98%-52.6pp | 2041.28%-2031.9pp |
| Employer contribution / active EE | $1,356 | $3,485-61.1% | $5,564-75.6% | $2,203-38.4% |
| Participant deferral / active EE | $914 | $3,130-70.8% | $4,895-81.3% | $3,192-71.4% |
| Admin fee / account holder | $469 | $5,985-92.2% | $11,611-96.0% | $4,297-89.1% |