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 5-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 | $10,022 | $54,705-81.7% | $71,209-85.9% | $84,808-88.2% |
| Participation rate | 80.0% | 64.1%+15.9pp | 73.8%+6.2pp | 68.3%+11.7pp |
| Annual return | 22.21% | 35.90%-13.7pp | 282.51%-260.3pp | 40.90%-18.7pp |
| Employer contribution / active EE | $1,028 | $2,158-52.4% | $2,721-62.2% | $2,631-60.9% |
| Participant deferral / active EE | $1,572 | $3,030-48.1% | $4,175-62.3% | $4,212-62.7% |
| Admin fee / account holder | $560 | $4,863-88.5% | $5,349-89.5% | $7,344-92.4% |