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 | $25,830 | $95,416-72.9% | $185,823-86.1% | $85,850-69.9% |
| Participation rate | 75.0% | 68.8%+6.2pp | 81.7%-6.7pp | 69.3%+5.7pp |
| Annual return | 11.95% | 23.59%-11.6pp | 122.05%-110.1pp | 318.53%-306.6pp |
| Employer contribution / active EE | $1,445 | $3,314-56.4% | $5,167-72.0% | $2,565-43.7% |
| Participant deferral / active EE | $1,161 | $3,423-66.1% | $5,568-79.1% | $3,952-70.6% |
| Admin fee / account holder | $2,902 | $7,213-59.8% | $16,237-82.1% | $6,260-53.6% |