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 | $12,962 | $58,208-77.7% | $81,812-84.2% | $80,856-84.0% |
| Participation rate | 91.8% | 63.4%+28.4pp | 72.3%+19.5pp | 67.6%+24.2pp |
| Annual return | 14.00% | 41.66%-27.7pp | 773.79%-759.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $943 | $2,340-59.7% | $2,912-67.6% | $2,755-65.8% |
| Participant deferral / active EE | $2,324 | $3,281-29.2% | $4,319-46.2% | $4,296-45.9% |
| Admin fee / account holder | $1,157 | $4,981-76.8% | $7,386-84.3% | $6,918-83.3% |