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 | $30,784 | $84,233-63.5% | $170,442-81.9% | $70,131-56.1% |
| Participation rate | 90.0% | 70.8%+19.2pp | 83.6%+6.4pp | 69.5%+20.5pp |
| Annual return | 13.22% | 23.06%-9.8pp | 205.93%-192.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $447 | $3,387-86.8% | $5,433-91.8% | $2,342-80.9% |
| Participant deferral / active EE | $1,838 | $3,086-40.4% | $4,939-62.8% | $3,332-44.8% |
| Admin fee / account holder | $4,939 | $5,698-13.3% | $13,880-64.4% | $4,645+6.3% |