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 | $25,790 | $73,933-65.1% | $96,683-73.3% | $75,163-65.7% |
| Participation rate | 83.3% | 66.4%+16.9pp | 74.3%+9.0pp | 67.2%+16.1pp |
| Annual return | 17.82% | 26.70%-8.9pp | 35.69%-17.9pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,883 | $2,928-35.7% | $3,737-49.6% | $2,670-29.5% |
| Participant deferral / active EE | $1,621 | $3,659-55.7% | $4,878-66.8% | $4,125-60.7% |
| Admin fee / account holder | $356 | $5,216-93.2% | $6,730-94.7% | $5,651-93.7% |