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 | $23,048 | $85,202-72.9% | $172,739-86.7% | $72,985-68.4% |
| Participation rate | 72.3% | 70.1%+2.3pp | 82.6%-10.3pp | 69.5%+2.9pp |
| Annual return | 18.79% | 27.32%-8.5pp | 802.84%-784.0pp | 81.00%-62.2pp |
| Employer contribution / active EE | $596 | $3,324-82.1% | $5,143-88.4% | $2,440-75.6% |
| Participant deferral / active EE | $1,807 | $3,260-44.6% | $5,198-65.2% | $3,607-49.9% |
| Admin fee / account holder | $592 | $5,884-89.9% | $13,954-95.8% | $5,124-88.4% |