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 | $16,203 | $91,190-82.2% | $178,490-90.9% | $79,858-79.7% |
| Participation rate | 97.5% | 69.2%+28.3pp | 81.9%+15.6pp | 69.6%+27.9pp |
| Annual return | 16.30% | 24.19%-7.9pp | 151.07%-134.8pp | 31.71%-15.4pp |
| Employer contribution / active EE | $578 | $3,256-82.2% | $5,011-88.5% | $2,471-76.6% |
| Participant deferral / active EE | $2,863 | $3,236-11.5% | $5,202-45.0% | $3,740-23.5% |
| Admin fee / account holder | $633 | $6,751-90.6% | $13,984-95.5% | $5,306-88.1% |