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 | $15,753 | $84,233-81.3% | $170,442-90.8% | $70,131-77.5% |
| Participation rate | 98.0% | 70.8%+27.1pp | 83.6%+14.4pp | 69.5%+28.4pp |
| Annual return | 13.08% | 23.06%-10.0pp | 205.93%-192.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $440 | $3,387-87.0% | $5,433-91.9% | $2,342-81.2% |
| Participant deferral / active EE | $2,298 | $3,086-25.5% | $4,939-53.5% | $3,332-31.0% |
| Admin fee / account holder | $376 | $5,698-93.4% | $13,880-97.3% | $4,645-91.9% |