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 | $29,240 | $65,041-55.0% | $90,951-67.9% | $79,858-63.4% |
| Participation rate | 96.9% | 61.6%+35.3pp | 69.0%+27.9pp | 69.6%+27.3pp |
| Annual return | 23.01% | 30.45%-7.4pp | 134.60%-111.6pp | 31.71%-8.7pp |
| Employer contribution / active EE | $479 | $1,247-61.6% | $2,122-77.4% | $2,471-80.6% |
| Participant deferral / active EE | $2,314 | $2,512-7.9% | $3,373-31.4% | $3,740-38.1% |
| Admin fee / account holder | $2,711 | $4,536-40.2% | $5,959-54.5% | $5,306-48.9% |