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 | $28,218 | $95,416-70.4% | $185,823-84.8% | $85,850-67.1% |
| Participation rate | 81.8% | 68.8%+13.1pp | 81.7%+0.1pp | 69.3%+12.5pp |
| Annual return | 14.03% | 23.59%-9.6pp | 122.05%-108.0pp | 318.53%-304.5pp |
| Employer contribution / active EE | $682 | $3,314-79.4% | $5,167-86.8% | $2,565-73.4% |
| Participant deferral / active EE | $1,963 | $3,423-42.7% | $5,568-64.8% | $3,952-50.3% |
| Admin fee / account holder | $2,115 | $7,213-70.7% | $16,237-87.0% | $6,260-66.2% |