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 | $26,176 | $58,828-55.5% | $77,999-66.4% | $62,891-58.4% |
| Participation rate | 87.2% | 71.1%+16.2pp | 75.5%+11.7pp | 69.3%+17.9pp |
| Annual return | 11.27% | 17.16%-5.9pp | 425.96%-414.7pp | 20.14%-8.9pp |
| Employer contribution / active EE | $1,425 | $1,672-14.7% | $2,470-42.3% | $2,281-37.5% |
| Participant deferral / active EE | $2,709 | $2,686+0.9% | $3,497-22.5% | $3,203-15.4% |
| Admin fee / account holder | $943 | $4,393-78.5% | $5,480-82.8% | $4,296-78.0% |