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 | $25,018 | $76,000-67.1% | $154,107-83.8% | $64,186-61.0% |
| Participation rate | 98.2% | 70.4%+27.8pp | 83.0%+15.2pp | 69.6%+28.6pp |
| Annual return | 7.91% | 30.32%-22.4pp | 735.12%-727.2pp | 7.63%+0.3pp |
| Employer contribution / active EE | $1,020 | $3,351-69.6% | $5,298-80.7% | $2,381-57.1% |
| Participant deferral / active EE | $1,851 | $3,175-41.7% | $5,081-63.6% | $3,470-46.7% |
| Admin fee / account holder | $1,541 | $5,596-72.5% | $13,411-88.5% | $4,888-68.5% |