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 | $26,351 | $77,899-66.2% | $149,673-82.4% | $75,163-64.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.67% | 31.72%-14.1pp | 134.42%-116.7pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,880 | $3,137-40.1% | $4,818-61.0% | $2,670-29.6% |
| Participant deferral / active EE | $3,800 | $3,411+11.4% | $5,680-33.1% | $4,125-7.9% |
| Admin fee / account holder | $1,396 | $5,956-76.6% | $13,210-89.4% | $5,651-75.3% |