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 | $8,389 | $47,479-82.3% | $62,929-86.7% | $82,448-89.8% |
| Participation rate | 98.4% | 66.9%+31.5pp | 73.1%+25.3pp | 68.1%+30.3pp |
| Annual return | 18.24% | 20.34%-2.1pp | 1063.93%-1045.7pp | 41.64%-23.4pp |
| Employer contribution / active EE | $367 | $1,885-80.5% | $2,505-85.3% | $2,551-85.6% |
| Participant deferral / active EE | $1,201 | $2,870-58.1% | $3,888-69.1% | $4,139-71.0% |
| Admin fee / account holder | $1,028 | $3,804-73.0% | $5,065-79.7% | $7,234-85.8% |