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 | $10,819 | $64,839-83.3% | $95,585-88.7% | $84,808-87.2% |
| Participation rate | 76.8% | 63.8%+13.0pp | 72.1%+4.7pp | 68.3%+8.5pp |
| Annual return | 13.40% | -670.96%+684.4pp | 38.56%-25.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $612 | $1,759-65.2% | $2,527-75.8% | $2,631-76.7% |
| Participant deferral / active EE | $1,105 | $2,965-62.7% | $4,023-72.5% | $4,212-73.8% |
| Admin fee / account holder | $330 | $5,964-94.5% | $6,127-94.6% | $7,344-95.5% |