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 | $14,649 | $85,202-82.8% | $172,739-91.5% | $72,985-79.9% |
| Participation rate | 91.9% | 70.1%+21.8pp | 82.6%+9.2pp | 69.5%+22.4pp |
| Annual return | 24.45% | 27.32%-2.9pp | 802.84%-778.4pp | 81.00%-56.6pp |
| Employer contribution / active EE | $553 | $3,324-83.4% | $5,143-89.2% | $2,440-77.3% |
| Participant deferral / active EE | $2,485 | $3,260-23.8% | $5,198-52.2% | $3,607-31.1% |
| Admin fee / account holder | $1,100 | $5,884-81.3% | $13,954-92.1% | $5,124-78.5% |