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 | $12,515 | $77,899-83.9% | $149,673-91.6% | $75,163-83.4% |
| Participation rate | 87.7% | 65.6%+22.1pp | 78.8%+9.0pp | 67.2%+20.5pp |
| Annual return | 17.12% | 31.72%-14.6pp | 134.42%-117.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,225 | $3,411-34.8% | $5,680-60.8% | $4,125-46.1% |
| Admin fee / account holder | $614 | $5,956-89.7% | $13,210-95.3% | $5,651-89.1% |