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 | $25,126 | $127,777-80.3% | $106,548-76.4% | $167,490-85.0% |
| Participation rate | 75.0% | 78.3%-3.3pp | 76.1%-1.1pp | 82.1%-7.1pp |
| Annual return | 11.41% | 33.87%-22.5pp | 26.80%-15.4pp | 478.56%-467.1pp |
| Employer contribution / active EE | $819 | $3,427-76.1% | $2,819-71.0% | $4,837-83.1% |
| Participant deferral / active EE | $1,998 | $5,087-60.7% | $4,398-54.6% | $6,341-68.5% |
| Admin fee / account holder | $314 | $11,228-97.2% | $7,407-95.8% | $12,309-97.4% |