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 | $19,453 | $84,233-76.9% | $170,442-88.6% | $70,131-72.3% |
| Participation rate | 89.5% | 70.8%+18.6pp | 83.6%+5.9pp | 69.5%+19.9pp |
| Annual return | 19.78% | 23.06%-3.3pp | 205.93%-186.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $1,658 | $3,387-51.1% | $5,433-69.5% | $2,342-29.2% |
| Participant deferral / active EE | $2,486 | $3,086-19.4% | $4,939-49.7% | $3,332-25.4% |
| Admin fee / account holder | $1,143 | $5,698-79.9% | $13,880-91.8% | $4,645-75.4% |