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 | $27,625 | $61,774-55.3% | $97,226-71.6% | $80,856-65.8% |
| Participation rate | 77.3% | 63.5%+13.8pp | 72.7%+4.6pp | 67.6%+9.6pp |
| Annual return | 14.82% | -557.90%+572.7pp | 75.13%-60.3pp | 35.59%-20.8pp |
| Employer contribution / active EE | $5,180 | $1,837+182.0% | $2,729+89.8% | $2,755+88.0% |
| Participant deferral / active EE | $1,668 | $3,029-44.9% | $4,264-60.9% | $4,296-61.2% |
| Admin fee / account holder | $795 | $5,166-84.6% | $5,654-85.9% | $6,918-88.5% |