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 | $22,882 | $76,000-69.9% | $154,107-85.2% | $64,186-64.4% |
| Participation rate | 89.2% | 70.4%+18.8pp | 83.0%+6.2pp | 69.6%+19.6pp |
| Annual return | 8.09% | 30.32%-22.2pp | 735.12%-727.0pp | 7.63%+0.5pp |
| Employer contribution / active EE | $456 | $3,351-86.4% | $5,298-91.4% | $2,381-80.8% |
| Participant deferral / active EE | $1,096 | $3,175-65.5% | $5,081-78.4% | $3,470-68.4% |
| Admin fee / account holder | $4,399 | $5,596-21.4% | $13,411-67.2% | $4,888-10.0% |