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 | $21,115 | $95,416-77.9% | $185,823-88.6% | $85,850-75.4% |
| Participation rate | 75.9% | 68.8%+7.2pp | 81.7%-5.8pp | 69.3%+6.6pp |
| Annual return | 15.19% | 23.59%-8.4pp | 122.05%-106.9pp | 318.53%-303.3pp |
| Employer contribution / active EE | $745 | $3,314-77.5% | $5,167-85.6% | $2,565-71.0% |
| Participant deferral / active EE | $1,522 | $3,423-55.5% | $5,568-72.7% | $3,952-61.5% |
| Admin fee / account holder | $762 | $7,213-89.4% | $16,237-95.3% | $6,260-87.8% |