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 | $16,017 | $91,190-82.4% | $178,490-91.0% | $79,858-79.9% |
| Participation rate | 87.2% | 69.2%+18.0pp | 81.9%+5.3pp | 69.6%+17.6pp |
| Annual return | 10.01% | 24.19%-14.2pp | 151.07%-141.1pp | 31.71%-21.7pp |
| Employer contribution / active EE | $474 | $3,256-85.5% | $5,011-90.5% | $2,471-80.8% |
| Participant deferral / active EE | $1,599 | $3,236-50.6% | $5,202-69.3% | $3,740-57.2% |
| Admin fee / account holder | $1,004 | $6,751-85.1% | $13,984-92.8% | $5,306-81.1% |