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 3-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 | $11,135 | $48,230-76.9% | $67,502-83.5% | $80,856-86.2% |
| Participation rate | 90.9% | 66.4%+24.5pp | 72.9%+18.0pp | 67.6%+23.3pp |
| Annual return | 15.81% | 18.28%-2.5pp | 3512.12%-3496.3pp | 35.59%-19.8pp |
| Employer contribution / active EE | $994 | $2,020-50.8% | $2,731-63.6% | $2,755-63.9% |
| Participant deferral / active EE | $1,289 | $2,924-55.9% | $4,000-67.8% | $4,296-70.0% |
| Admin fee / account holder | $800 | $3,681-78.3% | $3,998-80.0% | $6,918-88.4% |