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 | $39,530 | $107,015-63.1% | $73,545-46.2% | $147,584-73.2% |
| Participation rate | 87.5% | 66.4%+21.1pp | 54.9%+32.6pp | 82.8%+4.7pp |
| Annual return | 22.14% | 38.25%-16.1pp | -15.16%+37.3pp | 578.55%-556.4pp |
| Employer contribution / active EE | $612 | $1,760-65.2% | $1,219-49.8% | $4,876-87.5% |
| Participant deferral / active EE | $1,997 | $2,462-18.9% | $1,806+10.6% | $5,439-63.3% |
| Admin fee / account holder | $2,030 | $3,055-33.6% | $2,320-12.5% | $10,885-81.4% |