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 | $20,660 | $76,407-73.0% | $150,298-86.3% | $82,448-74.9% |
| Participation rate | 97.5% | 66.4%+31.1pp | 77.8%+19.7pp | 68.1%+29.4pp |
| Annual return | 16.54% | 39.99%-23.5pp | 62.79%-46.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,006 | $2,614-23.3% | $4,154-51.7% | $2,551-21.4% |
| Participant deferral / active EE | $4,816 | $3,214+49.8% | $5,453-11.7% | $4,139+16.4% |
| Admin fee / account holder | $2,053 | $6,352-67.7% | $14,116-85.5% | $7,234-71.6% |