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 | $15,808 | $85,202-81.4% | $172,739-90.8% | $72,985-78.3% |
| Participation rate | 78.3% | 70.1%+8.2pp | 82.6%-4.4pp | 69.5%+8.8pp |
| Annual return | 26.24% | 27.32%-1.1pp | 802.84%-776.6pp | 81.00%-54.8pp |
| Employer contribution / active EE | $625 | $3,324-81.2% | $5,143-87.8% | $2,440-74.4% |
| Participant deferral / active EE | $1,157 | $3,260-64.5% | $5,198-77.7% | $3,607-67.9% |
| Admin fee / account holder | $404 | $5,884-93.1% | $13,954-97.1% | $5,124-92.1% |