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 | $19,120 | $84,233-77.3% | $170,442-88.8% | $70,131-72.7% |
| Participation rate | 76.6% | 70.8%+5.8pp | 83.6%-7.0pp | 69.5%+7.1pp |
| Annual return | 19.28% | 23.06%-3.8pp | 205.93%-186.6pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,224 | $3,387-63.9% | $5,433-77.5% | $2,342-47.7% |
| Participant deferral / active EE | $1,927 | $3,086-37.5% | $4,939-61.0% | $3,332-42.2% |
| Admin fee / account holder | $2,400 | $5,698-57.9% | $13,880-82.7% | $4,645-48.3% |