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 | $19,523 | $65,365-70.1% | $92,893-79.0% | $72,985-73.3% |
| Participation rate | 90.2% | 68.3%+21.9pp | 76.0%+14.2pp | 69.5%+20.8pp |
| Annual return | 25.28% | 42.10%-16.8pp | 109.41%-84.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $655 | $2,594-74.8% | $3,653-82.1% | $2,440-73.2% |
| Participant deferral / active EE | $1,945 | $3,128-37.8% | $4,236-54.1% | $3,607-46.1% |
| Admin fee / account holder | $1,288 | $4,251-69.7% | $5,794-77.8% | $5,124-74.9% |