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 | $18,110 | $85,202-78.7% | $172,739-89.5% | $72,985-75.2% |
| Participation rate | 78.6% | 70.1%+8.5pp | 82.6%-4.1pp | 69.5%+9.1pp |
| Annual return | 18.15% | 27.32%-9.2pp | 802.84%-784.7pp | 81.00%-62.8pp |
| Employer contribution / active EE | $824 | $3,324-75.2% | $5,143-84.0% | $2,440-66.2% |
| Participant deferral / active EE | $1,054 | $3,260-67.7% | $5,198-79.7% | $3,607-70.8% |
| Admin fee / account holder | $866 | $5,884-85.3% | $13,954-93.8% | $5,124-83.1% |