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 | $19,173 | $51,638-62.9% | $68,368-72.0% | $82,448-76.7% |
| Participation rate | 86.1% | 63.6%+22.5pp | 73.8%+12.4pp | 68.1%+18.0pp |
| Annual return | 16.73% | 37.53%-20.8pp | 292.57%-275.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $403 | $2,047-80.3% | $2,649-84.8% | $2,551-84.2% |
| Participant deferral / active EE | $4,644 | $2,914+59.4% | $4,123+12.6% | $4,139+12.2% |
| Admin fee / account holder | $1,111 | $4,643-76.1% | $5,150-78.4% | $7,234-84.6% |