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 | $20,271 | $61,774-67.2% | $97,226-79.2% | $80,856-74.9% |
| Participation rate | 95.1% | 63.5%+31.6pp | 72.7%+22.4pp | 67.6%+27.4pp |
| Annual return | 13.32% | -557.90%+571.2pp | 75.13%-61.8pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,319 | $1,837-28.2% | $2,729-51.7% | $2,755-52.1% |
| Participant deferral / active EE | $2,471 | $3,029-18.4% | $4,264-42.1% | $4,296-42.5% |
| Admin fee / account holder | $2,587 | $5,166-49.9% | $5,654-54.2% | $6,918-62.6% |