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 | $18,345 | $118,450-84.5% | $98,439-81.4% | $139,434-86.8% |
| Participation rate | 90.9% | 77.4%+13.5pp | 75.2%+15.7pp | 80.3%+10.6pp |
| Annual return | 12.26% | 18.94%-6.7pp | 21.16%-8.9pp | 372.94%-360.7pp |
| Employer contribution / active EE | $896 | $3,609-75.2% | $3,048-70.6% | $4,751-81.1% |
| Participant deferral / active EE | $1,648 | $5,392-69.4% | $4,738-65.2% | $6,710-75.4% |
| Admin fee / account holder | $1,317 | $14,026-90.6% | $8,948-85.3% | $11,403-88.5% |