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 | $22,386 | $63,346-64.7% | $92,233-75.7% | $70,131-68.1% |
| Participation rate | 88.4% | 68.7%+19.7pp | 76.5%+11.9pp | 69.5%+18.8pp |
| Annual return | 17.24% | 530.12%-512.9pp | 176.28%-159.0pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,205 | $2,471-51.2% | $3,679-67.3% | $2,342-48.6% |
| Participant deferral / active EE | $2,833 | $2,854-0.7% | $3,897-27.3% | $3,332-15.0% |
| Admin fee / account holder | $894 | $3,840-76.7% | $5,194-82.8% | $4,645-80.7% |