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 | $15,376 | $48,230-68.1% | $67,502-77.2% | $80,856-81.0% |
| Participation rate | 76.9% | 66.4%+10.6pp | 72.9%+4.0pp | 67.6%+9.3pp |
| Annual return | 13.43% | 18.28%-4.9pp | 3512.12%-3498.7pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,105 | $2,020-45.3% | $2,731-59.5% | $2,755-59.9% |
| Participant deferral / active EE | $1,130 | $2,924-61.3% | $4,000-71.7% | $4,296-73.7% |
| Admin fee / account holder | $2,108 | $3,681-42.7% | $3,998-47.3% | $6,918-69.5% |