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 | $16,635 | $55,453-70.0% | $170,442-90.2% | $62,292-73.3% |
| Participation rate | 77.4% | 66.4%+11.0pp | 83.6%-6.2pp | 69.5%+7.8pp |
| Annual return | 12.76% | 21.38%-8.6pp | 205.93%-193.2pp | 28.90%-16.1pp |
| Employer contribution / active EE | $1,327 | $2,164-38.7% | $5,433-75.6% | $2,042-35.0% |
| Participant deferral / active EE | $1,107 | $2,303-51.9% | $4,939-77.6% | $3,169-65.1% |
| Admin fee / account holder | $889 | $455+95.4% | $13,880-93.6% | $479+85.5% |