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 | $13,115 | $52,279-74.9% | $89,391-85.3% | $79,858-83.6% |
| Participation rate | 90.0% | 57.5%+32.5pp | 68.0%+22.0pp | 69.6%+20.4pp |
| Annual return | 22.62% | 22.16%+0.5pp | 245.62%-223.0pp | 31.71%-9.1pp |
| Employer contribution / active EE | $741 | $1,572-52.8% | $2,586-71.3% | $2,471-70.0% |
| Participant deferral / active EE | $1,074 | $2,740-60.8% | $3,890-72.4% | $3,740-71.3% |
| Admin fee / account holder | $325 | $3,356-90.3% | $4,881-93.3% | $5,306-93.9% |