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 | $22,333 | $69,518-67.9% | $59,878-62.7% | $135,375-83.5% |
| Participation rate | 82.6% | 77.8%+4.8pp | 74.7%+7.9pp | 82.6%0pp |
| Annual return | 13.20% | 7.94%+5.3pp | 3.46%+9.7pp | 519.73%-506.5pp |
| Employer contribution / active EE | $811 | $3,235-74.9% | $2,722-70.2% | $4,779-83.0% |
| Participant deferral / active EE | $1,744 | $4,206-58.5% | $3,402-48.7% | $5,609-68.9% |
| Admin fee / account holder | $812 | $5,734-85.8% | $3,590-77.4% | $10,827-92.5% |