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 | $25,698 | $91,190-71.8% | $178,490-85.6% | $79,858-67.8% |
| Participation rate | 85.2% | 69.2%+16.0pp | 81.9%+3.3pp | 69.6%+15.6pp |
| Annual return | 10.48% | 24.19%-13.7pp | 151.07%-140.6pp | 31.71%-21.2pp |
| Employer contribution / active EE | $716 | $3,256-78.0% | $5,011-85.7% | $2,471-71.0% |
| Participant deferral / active EE | $1,853 | $3,236-42.8% | $5,202-64.4% | $3,740-50.5% |
| Admin fee / account holder | $2,700 | $6,751-60.0% | $13,984-80.7% | $5,306-49.1% |