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 | $11,956 | $102,966-88.4% | $90,281-86.8% | $152,861-92.2% |
| Participation rate | 94.1% | 75.9%+18.3pp | 73.3%+20.8pp | 82.4%+11.7pp |
| Annual return | 24.77% | 95.16%-70.4pp | 78.10%-53.3pp | 345.32%-320.5pp |
| Employer contribution / active EE | $574 | $3,139-81.7% | $2,854-79.9% | $4,762-87.9% |
| Participant deferral / active EE | $5,780 | $4,281+35.0% | $3,885+48.8% | $5,850-1.2% |
| Admin fee / account holder | $1,103 | $6,171-82.1% | $5,351-79.4% | $11,596-90.5% |