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 | $18,515 | $84,233-78.0% | $170,442-89.1% | $70,131-73.6% |
| Participation rate | 80.6% | 70.8%+9.8pp | 83.6%-3.0pp | 69.5%+11.1pp |
| Annual return | 18.46% | 23.06%-4.6pp | 205.93%-187.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $1,139 | $3,387-66.4% | $5,433-79.0% | $2,342-51.4% |
| Participant deferral / active EE | $1,906 | $3,086-38.2% | $4,939-61.4% | $3,332-42.8% |
| Admin fee / account holder | $391 | $5,698-93.1% | $13,880-97.2% | $4,645-91.6% |