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 | $15,182 | $91,037-83.3% | $71,671-78.8% | $147,584-89.7% |
| Participation rate | 78.6% | 76.1%+2.4pp | 68.7%+9.8pp | 82.8%-4.3pp |
| Annual return | 14.81% | 20.48%-5.7pp | 20.65%-5.8pp | 578.55%-563.7pp |
| Employer contribution / active EE | $998 | $3,327-70.0% | $2,460-59.4% | $4,876-79.5% |
| Participant deferral / active EE | $3,584 | $4,498-20.3% | $3,438+4.2% | $5,439-34.1% |
| Admin fee / account holder | $1,829 | $8,613-78.8% | $5,558-67.1% | $10,885-83.2% |