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 | $25,173 | $91,037-72.3% | $71,671-64.9% | $147,584-82.9% |
| Participation rate | 95.8% | 76.1%+19.7pp | 68.7%+27.1pp | 82.8%+13.0pp |
| Annual return | 13.07% | 20.48%-7.4pp | 20.65%-7.6pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,393 | $3,327-58.1% | $2,460-43.4% | $4,876-71.4% |
| Participant deferral / active EE | $4,755 | $4,498+5.7% | $3,438+38.3% | $5,439-12.6% |
| Admin fee / account holder | $1,211 | $8,613-85.9% | $5,558-78.2% | $10,885-88.9% |