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 | $16,841 | $85,022-80.2% | $70,515-76.1% | $139,434-87.9% |
| Participation rate | 94.7% | 73.9%+20.8pp | 68.3%+26.4pp | 80.3%+14.4pp |
| Annual return | 21.46% | 30.38%-8.9pp | 32.77%-11.3pp | 372.94%-351.5pp |
| Employer contribution / active EE | $744 | $3,909-81.0% | $2,973-75.0% | $4,751-84.3% |
| Participant deferral / active EE | $3,087 | $5,890-47.6% | $4,567-32.4% | $6,710-54.0% |
| Admin fee / account holder | $433 | $8,906-95.1% | $6,412-93.3% | $11,403-96.2% |