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 | $25,525 | $76,407-66.6% | $150,298-83.0% | $82,448-69.0% |
| Participation rate | 85.7% | 66.4%+19.3pp | 77.8%+8.0pp | 68.1%+17.6pp |
| Annual return | 19.87% | 39.99%-20.1pp | 62.79%-42.9pp | 41.64%-21.8pp |
| Employer contribution / active EE | $2,057 | $2,614-21.3% | $4,154-50.5% | $2,551-19.4% |
| Participant deferral / active EE | $2,913 | $3,214-9.4% | $5,453-46.6% | $4,139-29.6% |
| Admin fee / account holder | $557 | $6,352-91.2% | $14,116-96.1% | $7,234-92.3% |