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 | $17,570 | $48,795-64.0% | $65,493-73.2% | $84,808-79.3% |
| Participation rate | 97.2% | 67.0%+30.2pp | 73.1%+24.1pp | 68.3%+28.9pp |
| Annual return | 13.62% | 20.20%-6.6pp | 982.45%-968.8pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,408 | $1,930-27.0% | $2,574-45.3% | $2,631-46.5% |
| Participant deferral / active EE | $1,988 | $2,928-32.1% | $3,961-49.8% | $4,212-52.8% |
| Admin fee / account holder | $1,014 | $3,877-73.8% | $5,028-79.8% | $7,344-86.2% |