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 | $25,470 | $53,127-52.1% | $86,590-70.6% | $70,131-63.7% |
| Participation rate | 75.3% | 65.3%+10.0pp | 73.5%+1.8pp | 69.5%+5.8pp |
| Annual return | 17.19% | 27.66%-10.5pp | 964.84%-947.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $896 | $2,068-56.7% | $2,839-68.5% | $2,342-61.8% |
| Participant deferral / active EE | $1,264 | $2,696-53.1% | $3,609-65.0% | $3,332-62.1% |
| Admin fee / account holder | $314 | $3,585-91.2% | $4,906-93.6% | $4,645-93.2% |