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 | $28,329 | $95,416-70.3% | $185,823-84.8% | $85,850-67.0% |
| Participation rate | 86.4% | 68.8%+17.6pp | 81.7%+4.7pp | 69.3%+17.0pp |
| Annual return | 13.37% | 23.59%-10.2pp | 122.05%-108.7pp | 318.53%-305.2pp |
| Employer contribution / active EE | $456 | $3,314-86.2% | $5,167-91.2% | $2,565-82.2% |
| Participant deferral / active EE | $3,572 | $3,423+4.3% | $5,568-35.9% | $3,952-9.6% |
| Admin fee / account holder | $6,201 | $7,213-14.0% | $16,237-61.8% | $6,260-0.9% |