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 | $17,313 | $110,502-84.3% | $80,716-78.6% | $167,490-89.7% |
| Participation rate | 84.2% | 64.0%+20.2pp | 54.2%+30.0pp | 82.1%+2.1pp |
| Annual return | 12.20% | 120.54%-108.3pp | 87.28%-75.1pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,018 | $1,543-34.0% | $1,160-12.2% | $4,837-79.0% |
| Participant deferral / active EE | $598 | $2,871-79.2% | $2,146-72.1% | $6,341-90.6% |
| Admin fee / account holder | $1,252 | $4,545-72.5% | $3,380-63.0% | $12,309-89.8% |