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 | $22,521 | $124,281-81.9% | $109,143-79.4% | $167,490-86.6% |
| Participation rate | 93.3% | 79.4%+13.9pp | 75.9%+17.5pp | 82.1%+11.2pp |
| Annual return | 14.67% | 26.04%-11.4pp | 25.75%-11.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,752 | $4,207-58.3% | $3,722-52.9% | $4,837-63.8% |
| Participant deferral / active EE | $5,360 | $5,255+2.0% | $4,653+15.2% | $6,341-15.5% |
| Admin fee / account holder | $3,364 | $7,970-57.8% | $6,752-50.2% | $12,309-72.7% |