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 | $9,998 | $48,230-79.3% | $67,502-85.2% | $80,856-87.6% |
| Participation rate | 94.6% | 66.4%+28.2pp | 72.9%+21.7pp | 67.6%+27.0pp |
| Annual return | 17.39% | 18.28%-0.9pp | 3512.12%-3494.7pp | 35.59%-18.2pp |
| Employer contribution / active EE | $476 | $2,020-76.4% | $2,731-82.6% | $2,755-82.7% |
| Participant deferral / active EE | $2,858 | $2,924-2.2% | $4,000-28.5% | $4,296-33.5% |
| Admin fee / account holder | $671 | $3,681-81.8% | $3,998-83.2% | $6,918-90.3% |