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 | $21,852 | $50,637-56.8% | $86,590-74.8% | $62,292-64.9% |
| Participation rate | 73.6% | 67.9%+5.7pp | 73.5%+0.1pp | 69.5%+4.1pp |
| Annual return | 23.93% | 20.80%+3.1pp | 964.84%-940.9pp | 28.90%-5.0pp |
| Employer contribution / active EE | $896 | $2,075-56.8% | $2,839-68.4% | $2,042-56.1% |
| Participant deferral / active EE | $1,788 | $2,611-31.5% | $3,609-50.4% | $3,169-43.6% |
| Admin fee / account holder | $3,109 | $413+652.3% | $4,906-36.6% | $479+548.6% |