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 | $9,079 | $37,426-75.7% | $77,482-88.3% | $79,858-88.6% |
| Participation rate | 82.9% | 41.5%+41.4pp | 54.2%+28.7pp | 69.6%+13.3pp |
| Annual return | 13.28% | 39.70%-26.4pp | 54.79%-41.5pp | 31.71%-18.4pp |
| Employer contribution / active EE | $413 | $637-35.2% | $986-58.2% | $2,471-83.3% |
| Participant deferral / active EE | $931 | $1,260-26.1% | $1,861-50.0% | $3,740-75.1% |
| Admin fee / account holder | $720 | $2,504-71.2% | $2,858-74.8% | $5,306-86.4% |