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 | $21,152 | $85,202-75.2% | $172,739-87.8% | $72,985-71.0% |
| Participation rate | 93.5% | 70.1%+23.4pp | 82.6%+10.8pp | 69.5%+24.0pp |
| Annual return | 17.16% | 27.32%-10.2pp | 802.84%-785.7pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,781 | $3,324-46.4% | $5,143-65.4% | $2,440-27.0% |
| Participant deferral / active EE | $2,051 | $3,260-37.1% | $5,198-60.5% | $3,607-43.1% |
| Admin fee / account holder | $930 | $5,884-84.2% | $13,954-93.3% | $5,124-81.8% |