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 | $15,755 | $51,638-69.5% | $68,368-77.0% | $82,448-80.9% |
| Participation rate | 88.9% | 63.6%+25.3pp | 73.8%+15.1pp | 68.1%+20.8pp |
| Annual return | 24.72% | 37.53%-12.8pp | 292.57%-267.9pp | 41.64%-16.9pp |
| Employer contribution / active EE | $1,016 | $2,047-50.4% | $2,649-61.6% | $2,551-60.2% |
| Participant deferral / active EE | $1,344 | $2,914-53.9% | $4,123-67.4% | $4,139-67.5% |
| Admin fee / account holder | $415 | $4,643-91.1% | $5,150-91.9% | $7,234-94.3% |