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 | $17,316 | $35,183-50.8% | $73,545-76.5% | $70,131-75.3% |
| Participation rate | 72.7% | 42.9%+29.8pp | 54.9%+17.8pp | 69.5%+3.2pp |
| Annual return | 13.46% | 26.90%-13.4pp | -15.16%+28.6pp | 73.14%-59.7pp |
| Employer contribution / active EE | $594 | $709-16.1% | $1,219-51.2% | $2,342-74.6% |
| Participant deferral / active EE | $1,811 | $1,220+48.5% | $1,806+0.3% | $3,332-45.6% |
| Admin fee / account holder | $899 | $2,302-61.0% | $2,320-61.2% | $4,645-80.6% |