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 | $12,255 | $54,705-77.6% | $71,209-82.8% | $84,808-85.6% |
| Participation rate | 94.1% | 64.1%+30.0pp | 73.8%+20.4pp | 68.3%+25.8pp |
| Annual return | 17.16% | 35.90%-18.7pp | 282.51%-265.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $771 | $2,158-64.3% | $2,721-71.7% | $2,631-70.7% |
| Participant deferral / active EE | $3,133 | $3,030+3.4% | $4,175-25.0% | $4,212-25.6% |
| Admin fee / account holder | $1,132 | $4,863-76.7% | $5,349-78.8% | $7,344-84.6% |