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 | $14,510 | $48,230-69.9% | $67,502-78.5% | $80,856-82.1% |
| Participation rate | 74.0% | 66.4%+7.6pp | 72.9%+1.1pp | 67.6%+6.3pp |
| Annual return | 21.48% | 18.28%+3.2pp | 3512.12%-3490.6pp | 35.59%-14.1pp |
| Employer contribution / active EE | $624 | $2,020-69.1% | $2,731-77.1% | $2,755-77.3% |
| Participant deferral / active EE | $991 | $2,924-66.1% | $4,000-75.2% | $4,296-76.9% |
| Admin fee / account holder | $1,530 | $3,681-58.4% | $3,998-61.7% | $6,918-77.9% |