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 | $14,787 | $91,190-83.8% | $178,490-91.7% | $79,858-81.5% |
| Participation rate | 88.1% | 69.2%+18.9pp | 81.9%+6.2pp | 69.6%+18.5pp |
| Annual return | 19.47% | 24.19%-4.7pp | 151.07%-131.6pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,262 | $3,256-61.2% | $5,011-74.8% | $2,471-48.9% |
| Participant deferral / active EE | $1,213 | $3,236-62.5% | $5,202-76.7% | $3,740-67.6% |
| Admin fee / account holder | $684 | $6,751-89.9% | $13,984-95.1% | $5,306-87.1% |