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 | $54,705-65.0% | $71,209-73.1% | $84,808-77.4% |
| Participation rate | 86.1% | 64.1%+22.0pp | 73.8%+12.4pp | 68.3%+17.8pp |
| Annual return | 16.73% | 35.90%-19.2pp | 282.51%-265.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $403 | $2,158-81.3% | $2,721-85.2% | $2,631-84.7% |
| Participant deferral / active EE | $4,644 | $3,030+53.3% | $4,175+11.2% | $4,212+10.3% |
| Admin fee / account holder | $1,111 | $4,863-77.2% | $5,349-79.2% | $7,344-84.9% |