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 | $15,242 | $76,000-79.9% | $154,107-90.1% | $64,186-76.3% |
| Participation rate | 96.3% | 70.4%+25.9pp | 83.0%+13.3pp | 69.6%+26.7pp |
| Annual return | 1.76% | 30.32%-28.6pp | 735.12%-733.4pp | 7.63%-5.9pp |
| Employer contribution / active EE | $527 | $3,351-84.3% | $5,298-90.0% | $2,381-77.8% |
| Participant deferral / active EE | $2,649 | $3,175-16.6% | $5,081-47.9% | $3,470-23.6% |
| Admin fee / account holder | $6,363 | $5,596+13.7% | $13,411-52.6% | $4,888+30.2% |