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 | $11,020 | $118,427-90.7% | $66,042-83.3% | $142,382-92.3% |
| Participation rate | 85.7% | 68.1%+17.6pp | 67.5%+18.2pp | 80.1%+5.6pp |
| Annual return | 13.10% | 35.57%-22.5pp | 52.11%-39.0pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,082 | $2,570-57.9% | $1,579-31.5% | $4,299-74.8% |
| Participant deferral / active EE | $2,135 | $4,311-50.5% | $2,835-24.7% | $6,507-67.2% |
| Admin fee / account holder | $1,321 | $9,593-86.2% | $5,747-77.0% | $12,624-89.5% |