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 | $22,781 | $99,918-77.2% | $81,382-72.0% | $145,922-84.4% |
| Participation rate | 81.3% | 74.2%+7.1pp | 69.5%+11.8pp | 80.3%+1.0pp |
| Annual return | 8.89% | 34.32%-25.4pp | 24.73%-15.8pp | 561.29%-552.4pp |
| Employer contribution / active EE | $942 | $2,978-68.4% | $2,463-61.8% | $4,660-79.8% |
| Participant deferral / active EE | $1,981 | $4,605-57.0% | $3,883-49.0% | $6,688-70.4% |
| Admin fee / account holder | $890 | $8,212-89.2% | $5,768-84.6% | $13,397-93.4% |