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 | $29,515 | $53,127-44.4% | $86,590-65.9% | $70,131-57.9% |
| Participation rate | 82.0% | 65.3%+16.7pp | 73.5%+8.5pp | 69.5%+12.5pp |
| Annual return | 17.42% | 27.66%-10.2pp | 964.84%-947.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $863 | $2,068-58.3% | $2,839-69.6% | $2,342-63.2% |
| Participant deferral / active EE | $4,570 | $2,696+69.5% | $3,609+26.7% | $3,332+37.2% |
| Admin fee / account holder | $1,331 | $3,585-62.9% | $4,906-72.9% | $4,645-71.3% |