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 | $22,475 | $95,416-76.4% | $185,823-87.9% | $85,850-73.8% |
| Participation rate | 83.8% | 68.8%+15.0pp | 81.7%+2.1pp | 69.3%+14.5pp |
| Annual return | 30.79% | 23.59%+7.2pp | 122.05%-91.3pp | 318.53%-287.7pp |
| Employer contribution / active EE | $1,286 | $3,314-61.2% | $5,167-75.1% | $2,565-49.9% |
| Participant deferral / active EE | $1,448 | $3,423-57.7% | $5,568-74.0% | $3,952-63.3% |
| Admin fee / account holder | $1,048 | $7,213-85.5% | $16,237-93.5% | $6,260-83.3% |