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 | $6,078 | $51,638-88.2% | $68,368-91.1% | $82,448-92.6% |
| Participation rate | 82.7% | 63.6%+19.1pp | 73.8%+8.9pp | 68.1%+14.6pp |
| Annual return | 13.81% | 37.53%-23.7pp | 292.57%-278.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $555 | $2,047-72.9% | $2,649-79.0% | $2,551-78.2% |
| Participant deferral / active EE | $894 | $2,914-69.3% | $4,123-78.3% | $4,139-78.4% |
| Admin fee / account holder | $384 | $4,643-91.7% | $5,150-92.6% | $7,234-94.7% |