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 | $19,020 | $55,415-65.7% | $155,509-87.8% | $74,495-74.5% |
| Participation rate | 76.7% | 61.9%+14.8pp | 78.2%-1.5pp | 67.2%+9.5pp |
| Annual return | 14.29% | 268.50%-254.2pp | 64.67%-50.4pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $1,592 | $2,267-29.8% | $4,672-65.9% | $2,623-39.3% |
| Participant deferral / active EE | $2,061 | $2,836-27.3% | $5,626-63.4% | $4,346-52.6% |
| Admin fee / account holder | $1,716 | $1,738-1.3% | $15,912-89.2% | $1,942-11.6% |