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 | $11,032 | $58,208-81.0% | $81,812-86.5% | $80,856-86.4% |
| Participation rate | 96.5% | 63.4%+33.1pp | 72.3%+24.1pp | 67.6%+28.9pp |
| Annual return | 13.35% | 41.66%-28.3pp | 773.79%-760.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $809 | $2,340-65.4% | $2,912-72.2% | $2,755-70.6% |
| Participant deferral / active EE | $774 | $3,281-76.4% | $4,319-82.1% | $4,296-82.0% |
| Admin fee / account holder | $818 | $4,981-83.6% | $7,386-88.9% | $6,918-88.2% |