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 | $16,226 | $58,208-72.1% | $81,812-80.2% | $80,856-79.9% |
| Participation rate | 95.9% | 63.4%+32.5pp | 72.3%+23.5pp | 67.6%+28.3pp |
| Annual return | 17.44% | 41.66%-24.2pp | 773.79%-756.3pp | 35.59%-18.2pp |
| Employer contribution / active EE | $988 | $2,340-57.8% | $2,912-66.1% | $2,755-64.1% |
| Participant deferral / active EE | $1,586 | $3,281-51.7% | $4,319-63.3% | $4,296-63.1% |
| Admin fee / account holder | $1,155 | $4,981-76.8% | $7,386-84.4% | $6,918-83.3% |