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 | $24,808 | $45,035-44.9% | $62,995-60.6% | $70,131-64.6% |
| Participation rate | 90.5% | 69.5%+21.0pp | 74.8%+15.7pp | 69.5%+20.9pp |
| Annual return | 18.67% | 18.76%-0.1pp | 87.57%-68.9pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,497 | $2,051-27.0% | $2,759-45.7% | $2,342-36.1% |
| Participant deferral / active EE | $4,587 | $2,465+86.1% | $3,329+37.8% | $3,332+37.7% |
| Admin fee / account holder | $400 | $2,834-85.9% | $3,600-88.9% | $4,645-91.4% |