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 | $26,110 | $46,553-43.9% | $64,056-59.2% | $75,163-65.3% |
| Participation rate | 83.9% | 65.9%+18.0pp | 72.3%+11.6pp | 67.2%+16.7pp |
| Annual return | 13.94% | 26.03%-12.1pp | 33.69%-19.7pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,545 | $1,974-21.7% | $2,747-43.8% | $2,670-42.1% |
| Participant deferral / active EE | $2,780 | $2,837-2.0% | $3,880-28.4% | $4,125-32.6% |
| Admin fee / account holder | $550 | $2,952-81.4% | $3,068-82.1% | $5,651-90.3% |