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 | $14,695 | $77,634-81.1% | $156,549-90.6% | $62,891-76.6% |
| Participation rate | 77.2% | 71.2%+6.0pp | 84.0%-6.8pp | 69.3%+7.9pp |
| Annual return | 7.24% | 50.32%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $946 | $3,444-72.5% | $5,501-82.8% | $2,281-58.5% |
| Participant deferral / active EE | $2,413 | $3,045-20.8% | $4,871-50.5% | $3,203-24.7% |
| Admin fee / account holder | $1,655 | $5,561-70.2% | $13,027-87.3% | $4,296-61.5% |