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 | $19,421 | $163,101-88.1% | $136,749-85.8% | $142,382-86.4% |
| Participation rate | 85.7% | 78.2%+7.5pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 15.91% | 27.54%-11.6pp | 24.33%-8.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,355 | $4,117-18.5% | $3,400-1.3% | $4,299-22.0% |
| Participant deferral / active EE | $4,930 | $5,585-11.7% | $4,692+5.1% | $6,507-24.2% |
| Admin fee / account holder | $23,101 | $14,318+61.3% | $11,386+102.9% | $12,624+83.0% |