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 | $31,374 | $104,664-70.0% | $85,682-63.4% | $167,490-81.3% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.9%+20.1pp | 82.1%+7.9pp |
| Annual return | 9.79% | 21.45%-11.7pp | 21.49%-11.7pp | 478.56%-468.8pp |
| Employer contribution / active EE | $819 | $3,337-75.5% | $2,618-68.7% | $4,837-83.1% |
| Participant deferral / active EE | $6,516 | $4,824+35.1% | $3,923+66.1% | $6,341+2.7% |
| Admin fee / account holder | $461 | $10,032-95.4% | $6,873-93.3% | $12,309-96.3% |