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 | $21,809 | $47,944-54.5% | $67,834-67.8% | $62,891-65.3% |
| Participation rate | 91.4% | 61.1%+30.4pp | 68.8%+22.6pp | 69.3%+22.1pp |
| Annual return | 14.01% | 11.77%+2.2pp | 138.47%-124.5pp | 20.14%-6.1pp |
| Employer contribution / active EE | $1,786 | $1,562+14.4% | $2,403-25.7% | $2,281-21.7% |
| Participant deferral / active EE | $6,183 | $2,247+175.2% | $3,160+95.7% | $3,203+93.0% |
| Admin fee / account holder | $1,718 | $3,712-53.7% | $4,622-62.8% | $4,296-60.0% |