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 | $17,325 | $84,233-79.4% | $170,442-89.8% | $70,131-75.3% |
| Participation rate | 90.6% | 70.8%+19.8pp | 83.6%+7.0pp | 69.5%+21.1pp |
| Annual return | 37.73% | 23.06%+14.7pp | 205.93%-168.2pp | 73.14%-35.4pp |
| Employer contribution / active EE | $421 | $3,387-87.6% | $5,433-92.3% | $2,342-82.0% |
| Participant deferral / active EE | $2,402 | $3,086-22.2% | $4,939-51.4% | $3,332-27.9% |
| Admin fee / account holder | $1,032 | $5,698-81.9% | $13,880-92.6% | $4,645-77.8% |