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 | $18,364 | $84,233-78.2% | $170,442-89.2% | $70,131-73.8% |
| Participation rate | 94.5% | 70.8%+23.7pp | 83.6%+10.9pp | 69.5%+25.0pp |
| Annual return | 15.39% | 23.06%-7.7pp | 205.93%-190.5pp | 73.14%-57.8pp |
| Employer contribution / active EE | $532 | $3,387-84.3% | $5,433-90.2% | $2,342-77.3% |
| Participant deferral / active EE | $1,307 | $3,086-57.6% | $4,939-73.5% | $3,332-60.8% |
| Admin fee / account holder | $3,591 | $5,698-37.0% | $13,880-74.1% | $4,645-22.7% |