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 | $29,731 | $101,618-70.7% | $93,063-68.1% | $137,256-78.3% |
| Participation rate | 84.6% | 74.9%+9.7pp | 72.1%+12.5pp | 80.0%+4.7pp |
| Annual return | 16.34% | 223.95%-207.6pp | 34.15%-17.8pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,130 | $2,707-58.3% | $2,476-54.4% | $4,156-72.8% |
| Participant deferral / active EE | $3,395 | $4,279-20.7% | $3,958-14.2% | $6,407-47.0% |
| Admin fee / account holder | $2,385 | $6,198-61.5% | $6,033-60.5% | $12,270-80.6% |