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 | $13,606 | $76,000-82.1% | $154,107-91.2% | $64,186-78.8% |
| Participation rate | 83.9% | 70.4%+13.5pp | 83.0%+0.8pp | 69.6%+14.3pp |
| Annual return | 14.87% | 30.32%-15.5pp | 735.12%-720.3pp | 7.63%+7.2pp |
| Employer contribution / active EE | $928 | $3,351-72.3% | $5,298-82.5% | $2,381-61.0% |
| Participant deferral / active EE | $1,335 | $3,175-58.0% | $5,081-73.7% | $3,470-61.5% |
| Admin fee / account holder | $1,045 | $5,596-81.3% | $13,411-92.2% | $4,888-78.6% |