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 | $17,502 | $95,416-81.7% | $185,823-90.6% | $85,850-79.6% |
| Participation rate | 97.6% | 68.8%+28.9pp | 81.7%+15.9pp | 69.3%+28.3pp |
| Annual return | 14.63% | 23.59%-9.0pp | 122.05%-107.4pp | 318.53%-303.9pp |
| Employer contribution / active EE | $689 | $3,314-79.2% | $5,167-86.7% | $2,565-73.1% |
| Participant deferral / active EE | $3,700 | $3,423+8.1% | $5,568-33.5% | $3,952-6.4% |
| Admin fee / account holder | $2,281 | $7,213-68.4% | $16,237-85.9% | $6,260-63.6% |