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 | $15,577 | $77,634-79.9% | $156,549-90.0% | $62,891-75.2% |
| Participation rate | 77.3% | 71.2%+6.1pp | 84.0%-6.7pp | 69.3%+8.0pp |
| Annual return | 6.06% | 50.32%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $594 | $3,444-82.7% | $5,501-89.2% | $2,281-73.9% |
| Participant deferral / active EE | $1,436 | $3,045-52.8% | $4,871-70.5% | $3,203-55.2% |
| Admin fee / account holder | $2,161 | $5,561-61.1% | $13,027-83.4% | $4,296-49.7% |