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 | $16,449 | $51,175-67.9% | $70,515-76.7% | $75,163-78.1% |
| Participation rate | 98.0% | 60.9%+37.1pp | 68.3%+29.7pp | 67.2%+30.8pp |
| Annual return | 13.58% | 30.02%-16.4pp | 32.77%-19.2pp | 160.62%-147.0pp |
| Employer contribution / active EE | $1,563 | $1,826-14.4% | $2,973-47.4% | $2,670-41.5% |
| Participant deferral / active EE | $1,749 | $2,849-38.6% | $4,567-61.7% | $4,125-57.6% |
| Admin fee / account holder | $1,177 | $4,091-71.2% | $6,412-81.6% | $5,651-79.2% |