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 | $26,050 | $84,233-69.1% | $170,442-84.7% | $70,131-62.9% |
| Participation rate | 84.9% | 70.8%+14.1pp | 83.6%+1.3pp | 69.5%+15.4pp |
| Annual return | 14.64% | 23.06%-8.4pp | 205.93%-191.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $473 | $3,387-86.0% | $5,433-91.3% | $2,342-79.8% |
| Participant deferral / active EE | $2,781 | $3,086-9.9% | $4,939-43.7% | $3,332-16.5% |
| Admin fee / account holder | $1,223 | $5,698-78.5% | $13,880-91.2% | $4,645-73.7% |