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 | $19,012 | $107,015-82.2% | $73,545-74.1% | $147,584-87.1% |
| Participation rate | 78.6% | 66.4%+12.2pp | 54.9%+23.6pp | 82.8%-4.3pp |
| Annual return | 11.65% | 38.25%-26.6pp | -15.16%+26.8pp | 578.55%-566.9pp |
| Employer contribution / active EE | $265 | $1,760-84.9% | $1,219-78.2% | $4,876-94.6% |
| Participant deferral / active EE | $1,221 | $2,462-50.4% | $1,806-32.4% | $5,439-77.5% |
| Admin fee / account holder | $365 | $3,055-88.1% | $2,320-84.3% | $10,885-96.6% |