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 | $16,747 | $81,248-79.4% | $155,509-89.2% | $80,856-79.3% |
| Participation rate | 91.7% | 66.2%+25.4pp | 78.2%+13.5pp | 67.6%+24.0pp |
| Annual return | 214.25% | 33.31%+180.9pp | 64.67%+149.6pp | 35.59%+178.7pp |
| Employer contribution / active EE | $2,368 | $3,100-23.6% | $4,672-49.3% | $2,755-14.0% |
| Participant deferral / active EE | $2,378 | $3,452-31.1% | $5,626-57.7% | $4,296-44.6% |
| Admin fee / account holder | $850 | $7,997-89.4% | $15,912-94.7% | $6,918-87.7% |