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 7-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 | $10,970 | $54,705-79.9% | $71,209-84.6% | $84,808-87.1% |
| Participation rate | 80.8% | 64.1%+16.7pp | 73.8%+7.0pp | 68.3%+12.5pp |
| Annual return | 15.31% | 35.90%-20.6pp | 282.51%-267.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,165 | $2,158-46.0% | $2,721-57.2% | $2,631-55.7% |
| Participant deferral / active EE | $1,691 | $3,030-44.2% | $4,175-59.5% | $4,212-59.9% |
| Admin fee / account holder | $1,505 | $4,863-69.0% | $5,349-71.9% | $7,344-79.5% |