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 | $24,704 | $103,376-76.1% | $87,100-71.6% | $152,861-83.8% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 23.66% | 28.10%-4.4pp | 28.19%-4.5pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,397 | $3,220-25.6% | $2,521-4.9% | $4,762-49.7% |
| Participant deferral / active EE | $3,647 | $4,778-23.7% | $4,049-9.9% | $5,850-37.7% |
| Admin fee / account holder | $2,282 | $12,205-81.3% | $7,497-69.6% | $11,596-80.3% |