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 | $26,905 | $113,339-76.3% | $94,993-71.7% | $147,584-81.8% |
| Participation rate | 87.5% | 78.0%+9.5pp | 73.9%+13.6pp | 82.8%+4.7pp |
| Annual return | 12.93% | 20.77%-7.8pp | 27.12%-14.2pp | 578.55%-565.6pp |
| Employer contribution / active EE | $113 | $3,160-96.4% | $2,603-95.7% | $4,876-97.7% |
| Participant deferral / active EE | $1,132 | $3,777-70.0% | $3,317-65.9% | $5,439-79.2% |
| Admin fee / account holder | $441 | $6,063-92.7% | $4,960-91.1% | $10,885-95.9% |