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 | $22,452 | $65,365-65.7% | $92,893-75.8% | $72,985-69.2% |
| Participation rate | 70.0% | 68.3%+1.7pp | 76.0%-6.0pp | 69.5%+0.5pp |
| Annual return | 28.11% | 42.10%-14.0pp | 109.41%-81.3pp | 81.00%-52.9pp |
| Employer contribution / active EE | $2,857 | $2,594+10.1% | $3,653-21.8% | $2,440+17.1% |
| Participant deferral / active EE | $7,888 | $3,128+152.1% | $4,236+86.2% | $3,607+118.7% |
| Admin fee / account holder | $1,762 | $4,251-58.6% | $5,794-69.6% | $5,124-65.6% |