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 | $29,815 | $57,065-47.8% | $75,670-60.6% | $70,131-57.5% |
| Participation rate | 81.5% | 68.1%+13.4pp | 72.3%+9.1pp | 69.5%+11.9pp |
| Annual return | 14.79% | 23.57%-8.8pp | 27.34%-12.6pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,385 | $1,817-23.7% | $2,352-41.1% | $2,342-40.9% |
| Participant deferral / active EE | $3,267 | $2,580+26.6% | $3,142+4.0% | $3,332-2.0% |
| Admin fee / account holder | $18,178 | $3,825+375.2% | $5,800+213.4% | $4,645+291.3% |