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 | $24,464 | $53,127-54.0% | $86,590-71.7% | $70,131-65.1% |
| Participation rate | 93.9% | 65.3%+28.6pp | 73.5%+20.4pp | 69.5%+24.4pp |
| Annual return | 17.62% | 27.66%-10.0pp | 964.84%-947.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $2,157 | $2,068+4.3% | $2,839-24.0% | $2,342-7.9% |
| Participant deferral / active EE | $3,144 | $2,696+16.6% | $3,609-12.9% | $3,332-5.6% |
| Admin fee / account holder | $1,345 | $3,585-62.5% | $4,906-72.6% | $4,645-71.1% |