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 | $7,044 | $67,823-89.6% | $52,425-86.6% | $137,256-94.9% |
| Participation rate | 94.1% | 63.9%+30.2pp | 55.6%+38.5pp | 80.0%+14.2pp |
| Annual return | 16.49% | 219.11%-202.6pp | 302.12%-285.6pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,110 | $1,163-4.5% | $914+21.4% | $4,156-73.3% |
| Participant deferral / active EE | $1,785 | $2,288-22.0% | $1,790-0.3% | $6,407-72.1% |
| Admin fee / account holder | $395 | $2,844-86.1% | $2,495-84.1% | $12,270-96.8% |