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 | $20,237 | $61,789-67.2% | $97,167-79.2% | $80,874-75.0% |
| Participation rate | 97.9% | 63.5%+34.4pp | 72.7%+25.2pp | 67.6%+30.3pp |
| Annual return | 11.12% | -557.90%+569.0pp | 75.27%-64.1pp | 35.62%-24.5pp |
| Employer contribution / active EE | $989 | $1,837-46.2% | $2,729-63.8% | $2,756-64.1% |
| Participant deferral / active EE | $5,133 | $3,028+69.5% | $4,264+20.4% | $4,297+19.5% |
| Admin fee / account holder | $3,190 | $5,168-38.3% | $5,650-43.5% | $6,935-54.0% |