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 | $18,180 | $80,717-77.5% | $154,803-88.3% | $84,808-78.6% |
| Participation rate | 98.1% | 66.8%+31.3pp | 78.1%+20.1pp | 68.3%+29.8pp |
| Annual return | 15.61% | 37.96%-22.3pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,393 | $2,761+22.9% | $4,305-21.2% | $2,631+29.0% |
| Participant deferral / active EE | $4,379 | $3,303+32.6% | $5,540-21.0% | $4,212+4.0% |
| Admin fee / account holder | $1,958 | $6,746-71.0% | $14,329-86.3% | $7,344-73.3% |