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 | $16,463 | $84,233-80.5% | $170,442-90.3% | $70,131-76.5% |
| Participation rate | 97.0% | 70.8%+26.1pp | 83.6%+13.4pp | 69.5%+27.4pp |
| Annual return | 18.73% | 23.06%-4.3pp | 205.93%-187.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $2,556 | $3,387-24.5% | $5,433-52.9% | $2,342+9.1% |
| Participant deferral / active EE | $850 | $3,086-72.5% | $4,939-82.8% | $3,332-74.5% |
| Admin fee / account holder | $953 | $5,698-83.3% | $13,880-93.1% | $4,645-79.5% |