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 | $22,812 | $65,395-65.1% | $182,532-87.5% | $72,985-68.7% |
| Participation rate | 70.0% | 65.4%+4.6pp | 78.0%-8.0pp | 69.5%+0.5pp |
| Annual return | 19.32% | 27.68%-8.4pp | 148.54%-129.2pp | 81.00%-61.7pp |
| Employer contribution / active EE | $424 | $1,911-77.8% | $4,076-89.6% | $2,440-82.6% |
| Participant deferral / active EE | $1,760 | $3,563-50.6% | $5,524-68.1% | $3,607-51.2% |
| Admin fee / account holder | $437 | $4,245-89.7% | $8,592-94.9% | $5,124-91.5% |