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 | $21,442 | $71,050-69.8% | $93,606-77.1% | $80,856-73.5% |
| Participation rate | 94.6% | 60.4%+34.2pp | 68.7%+25.9pp | 67.6%+27.0pp |
| Annual return | 13.79% | 11.26%+2.5pp | 133.20%-119.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,097 | $1,564-29.9% | $2,420-54.7% | $2,755-60.2% |
| Participant deferral / active EE | $2,217 | $4,034-45.0% | $4,411-49.8% | $4,296-48.4% |
| Admin fee / account holder | $878 | $6,945-87.4% | $8,285-89.4% | $6,918-87.3% |