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 | $24,086 | $45,035-46.5% | $62,995-61.8% | $70,131-65.7% |
| Participation rate | 75.9% | 69.5%+6.3pp | 74.8%+1.1pp | 69.5%+6.3pp |
| Annual return | 18.79% | 18.76%0pp | 87.57%-68.8pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,095 | $2,051-46.6% | $2,759-60.3% | $2,342-53.2% |
| Participant deferral / active EE | $1,689 | $2,465-31.5% | $3,329-49.3% | $3,332-49.3% |
| Admin fee / account holder | $798 | $2,834-71.9% | $3,600-77.8% | $4,645-82.8% |