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 | $25,557 | $45,073-43.3% | $69,455-63.2% | $72,985-65.0% |
| Participation rate | 93.9% | 68.5%+25.4pp | 74.6%+19.3pp | 69.5%+24.4pp |
| Annual return | 25.55% | 22.65%+2.9pp | 28.97%-3.4pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,113 | $2,054-45.8% | $2,779-60.0% | $2,440-54.4% |
| Participant deferral / active EE | $6,588 | $2,602+153.2% | $3,535+86.4% | $3,607+82.6% |
| Admin fee / account holder | $974 | $3,056-68.1% | $3,839-74.6% | $5,124-81.0% |