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 | $29,371 | $77,899-62.3% | $149,673-80.4% | $75,163-60.9% |
| Participation rate | 96.3% | 65.6%+30.7pp | 78.8%+17.5pp | 67.2%+29.1pp |
| Annual return | 22.80% | 31.72%-8.9pp | 134.42%-111.6pp | 160.62%-137.8pp |
| Employer contribution / active EE | $3,272 | $3,137+4.3% | $4,818-32.1% | $2,670+22.6% |
| Participant deferral / active EE | $3,022 | $3,411-11.4% | $5,680-46.8% | $4,125-26.7% |
| Admin fee / account holder | $771 | $5,956-87.1% | $13,210-94.2% | $5,651-86.4% |