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 | $12,580 | $48,795-74.2% | $65,493-80.8% | $84,808-85.2% |
| Participation rate | 97.4% | 67.0%+30.4pp | 73.1%+24.3pp | 68.3%+29.1pp |
| Annual return | 18.74% | 20.20%-1.5pp | 982.45%-963.7pp | 40.90%-22.2pp |
| Employer contribution / active EE | $499 | $1,930-74.2% | $2,574-80.6% | $2,631-81.0% |
| Participant deferral / active EE | $3,262 | $2,928+11.4% | $3,961-17.6% | $4,212-22.5% |
| Admin fee / account holder | $1,936 | $3,877-50.1% | $5,028-61.5% | $7,344-73.6% |