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 | $10,990 | $48,230-77.2% | $67,502-83.7% | $80,856-86.4% |
| Participation rate | 80.6% | 66.4%+14.3pp | 72.9%+7.8pp | 67.6%+13.0pp |
| Annual return | 14.68% | 18.28%-3.6pp | 3512.12%-3497.4pp | 35.59%-20.9pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,341 | $2,924-54.1% | $4,000-66.5% | $4,296-68.8% |
| Admin fee / account holder | $410 | $3,681-88.9% | $3,998-89.7% | $6,918-94.1% |