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 | $19,944 | $91,190-78.1% | $178,490-88.8% | $79,858-75.0% |
| Participation rate | 90.7% | 69.2%+21.5pp | 81.9%+8.8pp | 69.6%+21.1pp |
| Annual return | 19.15% | 24.19%-5.0pp | 151.07%-131.9pp | 31.71%-12.6pp |
| Employer contribution / active EE | $762 | $3,256-76.6% | $5,011-84.8% | $2,471-69.2% |
| Participant deferral / active EE | $5,467 | $3,236+68.9% | $5,202+5.1% | $3,740+46.2% |
| Admin fee / account holder | $2,647 | $6,751-60.8% | $13,984-81.1% | $5,306-50.1% |