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 | $24,657 | $95,416-74.2% | $185,823-86.7% | $85,850-71.3% |
| Participation rate | 75.9% | 68.8%+7.1pp | 81.7%-5.8pp | 69.3%+6.5pp |
| Annual return | 12.18% | 23.59%-11.4pp | 122.05%-109.9pp | 318.53%-306.3pp |
| Employer contribution / active EE | $914 | $3,314-72.4% | $5,167-82.3% | $2,565-64.4% |
| Participant deferral / active EE | $1,256 | $3,423-63.3% | $5,568-77.4% | $3,952-68.2% |
| Admin fee / account holder | $517 | $7,213-92.8% | $16,237-96.8% | $6,260-91.7% |