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 | $16,229 | $80,717-79.9% | $154,803-89.5% | $84,808-80.9% |
| Participation rate | 76.8% | 66.8%+10.0pp | 78.1%-1.3pp | 68.3%+8.5pp |
| Annual return | 36.66% | 37.96%-1.3pp | 58.88%-22.2pp | 40.90%-4.2pp |
| Employer contribution / active EE | $2,751 | $2,761-0.4% | $4,305-36.1% | $2,631+4.5% |
| Participant deferral / active EE | $1,630 | $3,303-50.7% | $5,540-70.6% | $4,212-61.3% |
| Admin fee / account holder | $3,205 | $6,746-52.5% | $14,329-77.6% | $7,344-56.4% |