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 | $17,148 | $96,484-82.2% | $75,886-77.4% | $152,861-88.8% |
| Participation rate | 78.9% | 76.2%+2.8pp | 69.3%+9.7pp | 82.4%-3.5pp |
| Annual return | 25.05% | 33.98%-8.9pp | 30.76%-5.7pp | 345.32%-320.3pp |
| Employer contribution / active EE | $613 | $3,309-81.5% | $2,500-75.5% | $4,762-87.1% |
| Participant deferral / active EE | $3,671 | $4,553-19.4% | $3,603+1.9% | $5,850-37.2% |
| Admin fee / account holder | $397 | $8,078-95.1% | $5,418-92.7% | $11,596-96.6% |