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 | $21,178 | $107,015-80.2% | $73,545-71.2% | $147,584-85.7% |
| Participation rate | 81.8% | 66.4%+15.4pp | 54.9%+26.9pp | 82.8%-1.0pp |
| Annual return | 16.96% | 38.25%-21.3pp | -15.16%+32.1pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,035 | $1,760-41.2% | $1,219-15.1% | $4,876-78.8% |
| Participant deferral / active EE | $2,567 | $2,462+4.3% | $1,806+42.2% | $5,439-52.8% |
| Admin fee / account holder | $817 | $3,055-73.3% | $2,320-64.8% | $10,885-92.5% |