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 | $18,623 | $56,053-66.8% | $75,972-75.5% | $80,856-77.0% |
| Participation rate | 80.0% | 62.0%+18.0pp | 69.1%+10.9pp | 67.6%+12.4pp |
| Annual return | 12.30% | 20.53%-8.2pp | 359.55%-347.3pp | 35.59%-23.3pp |
| Employer contribution / active EE | $611 | $1,874-67.4% | $2,685-77.3% | $2,755-77.8% |
| Participant deferral / active EE | $2,407 | $3,052-21.1% | $4,255-43.4% | $4,296-44.0% |
| Admin fee / account holder | $3,320 | $5,234-36.6% | $6,467-48.7% | $6,918-52.0% |