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 | $20,180 | $110,502-81.7% | $80,716-75.0% | $167,490-88.0% |
| Participation rate | 70.6% | 64.0%+6.6pp | 54.2%+16.4pp | 82.1%-11.5pp |
| Annual return | 15.83% | 120.54%-104.7pp | 87.28%-71.4pp | 478.56%-462.7pp |
| Employer contribution / active EE | $649 | $1,543-58.0% | $1,160-44.1% | $4,837-86.6% |
| Participant deferral / active EE | $2,596 | $2,871-9.6% | $2,146+21.0% | $6,341-59.1% |
| Admin fee / account holder | $1,001 | $4,545-78.0% | $3,380-70.4% | $12,309-91.9% |