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 | $27,832 | $65,041-57.2% | $90,951-69.4% | $79,858-65.1% |
| Participation rate | 85.2% | 61.6%+23.6pp | 69.0%+16.2pp | 69.6%+15.6pp |
| Annual return | 10.84% | 30.45%-19.6pp | 134.60%-123.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,966 | $1,247+57.7% | $2,122-7.3% | $2,471-20.4% |
| Participant deferral / active EE | $2,777 | $2,512+10.6% | $3,373-17.7% | $3,740-25.7% |
| Admin fee / account holder | $8,310 | $4,536+83.2% | $5,959+39.5% | $5,306+56.6% |