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 | $19,804 | $49,227-59.8% | $70,449-71.9% | $79,858-75.2% |
| Participation rate | 94.9% | 69.2%+25.8pp | 75.1%+19.9pp | 69.6%+25.3pp |
| Annual return | 14.62% | 30.06%-15.4pp | 109.03%-94.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $866 | $2,099-58.7% | $2,737-68.4% | $2,471-65.0% |
| Participant deferral / active EE | $2,998 | $2,768+8.3% | $3,709-19.2% | $3,740-19.9% |
| Admin fee / account holder | $3,537 | $2,878+22.9% | $3,845-8.0% | $5,306-33.3% |