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 | $22,045 | $77,899-71.7% | $149,673-85.3% | $75,163-70.7% |
| Participation rate | 87.1% | 65.6%+21.5pp | 78.8%+8.3pp | 67.2%+19.9pp |
| Annual return | 16.20% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $516 | $3,137-83.5% | $4,818-89.3% | $2,670-80.7% |
| Participant deferral / active EE | $1,257 | $3,411-63.1% | $5,680-77.9% | $4,125-69.5% |
| Admin fee / account holder | $1,838 | $5,956-69.1% | $13,210-86.1% | $5,651-67.5% |