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 | $19,309 | $91,190-78.8% | $178,490-89.2% | $79,858-75.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.42% | 24.19%-10.8pp | 151.07%-137.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,489 | $3,256-23.6% | $5,011-50.3% | $2,471+0.7% |
| Participant deferral / active EE | $2,044 | $3,236-36.9% | $5,202-60.7% | $3,740-45.4% |
| Admin fee / account holder | $805 | $6,751-88.1% | $13,984-94.2% | $5,306-84.8% |