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 9-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 | $30,534 | $101,069-69.8% | $81,478-62.5% | $147,584-79.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.52% | 32.40%-20.9pp | 38.78%-27.3pp | 578.55%-567.0pp |
| Employer contribution / active EE | $289 | $3,205-91.0% | $2,568-88.7% | $4,876-94.1% |
| Participant deferral / active EE | $1,070 | $4,242-74.8% | $3,537-69.7% | $5,439-80.3% |
| Admin fee / account holder | $1,269 | $5,812-78.2% | $4,561-72.2% | $10,885-88.3% |