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 | $17,948 | $118,450-84.8% | $98,439-81.8% | $139,434-87.1% |
| Participation rate | 95.5% | 77.4%+18.0pp | 75.2%+20.3pp | 80.3%+15.1pp |
| Annual return | 19.07% | 18.94%+0.1pp | 21.16%-2.1pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,439 | $3,609-60.1% | $3,048-52.8% | $4,751-69.7% |
| Participant deferral / active EE | $2,619 | $5,392-51.4% | $4,738-44.7% | $6,710-61.0% |
| Admin fee / account holder | $1,357 | $14,026-90.3% | $8,948-84.8% | $11,403-88.1% |