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 | $20,644 | $56,053-63.2% | $75,972-72.8% | $80,856-74.5% |
| Participation rate | 92.0% | 62.0%+30.0pp | 69.1%+22.9pp | 67.6%+24.4pp |
| Annual return | 14.34% | 20.53%-6.2pp | 359.55%-345.2pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,197 | $1,874+17.2% | $2,685-18.2% | $2,755-20.3% |
| Participant deferral / active EE | $4,236 | $3,052+38.8% | $4,255-0.5% | $4,296-1.4% |
| Admin fee / account holder | $767 | $5,234-85.3% | $6,467-88.1% | $6,918-88.9% |