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 | $15,129 | $62,573-75.8% | $85,682-82.3% | $85,850-82.4% |
| Participation rate | 92.5% | 61.1%+31.3pp | 69.9%+22.6pp | 69.3%+23.1pp |
| Annual return | 11.42% | 23.77%-12.3pp | 21.49%-10.1pp | 318.53%-307.1pp |
| Employer contribution / active EE | $5,414 | $1,757+208.2% | $2,618+106.8% | $2,565+111.1% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,923-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,745 | $4,640+23.8% | $6,873-16.4% | $6,260-8.2% |