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 | $22,580 | $108,172-79.1% | $77,482-70.9% | $158,922-85.8% |
| Participation rate | 93.8% | 64.4%+29.3pp | 54.2%+39.6pp | 82.0%+11.8pp |
| Annual return | 13.55% | 31.67%-18.1pp | 54.79%-41.2pp | 302.83%-289.3pp |
| Employer contribution / active EE | $179 | $1,325-86.5% | $986-81.8% | $4,761-96.2% |
| Participant deferral / active EE | $2,894 | $2,456+17.8% | $1,861+55.5% | $5,982-51.6% |
| Admin fee / account holder | $2,020 | $3,708-45.5% | $2,858-29.3% | $11,246-82.0% |