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 | $18,182 | $66,402-72.6% | $109,895-83.5% | $85,850-78.8% |
| Participation rate | 77.8% | 63.9%+13.9pp | 74.2%+3.6pp | 69.3%+8.5pp |
| Annual return | 15.22% | 19.59%-4.4pp | 29.45%-14.2pp | 318.53%-303.3pp |
| Employer contribution / active EE | $641 | $1,687-62.0% | $2,842-77.5% | $2,565-75.0% |
| Participant deferral / active EE | $3,075 | $2,842+8.2% | $4,048-24.0% | $3,952-22.2% |
| Admin fee / account holder | $1,238 | $4,557-72.8% | $6,066-79.6% | $6,260-80.2% |