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 | $16,021 | $104,907-84.7% | $84,611-81.1% | $152,861-89.5% |
| Participation rate | 73.7% | 74.8%-1.1pp | 68.2%+5.5pp | 82.4%-8.8pp |
| Annual return | 16.86% | 373.79%-356.9pp | 258.74%-241.9pp | 345.32%-328.5pp |
| Employer contribution / active EE | $584 | $3,302-82.3% | $2,652-78.0% | $4,762-87.7% |
| Participant deferral / active EE | $2,344 | $4,688-50.0% | $3,899-39.9% | $5,850-59.9% |
| Admin fee / account holder | $3,056 | $6,241-51.0% | $4,912-37.8% | $11,596-73.6% |