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 | $12,465 | $77,899-84.0% | $149,673-91.7% | $75,163-83.4% |
| Participation rate | 93.3% | 65.6%+27.8pp | 78.8%+14.6pp | 67.2%+26.1pp |
| Annual return | 16.43% | 31.72%-15.3pp | 134.42%-118.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,866 | $3,137-40.5% | $4,818-61.3% | $2,670-30.1% |
| Participant deferral / active EE | $1,857 | $3,411-45.5% | $5,680-67.3% | $4,125-55.0% |
| Admin fee / account holder | $721 | $5,956-87.9% | $13,210-94.5% | $5,651-87.2% |