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 | $19,430 | $115,882-83.2% | $100,516-80.7% | $158,922-87.8% |
| Participation rate | 88.2% | 81.6%+6.7pp | 79.4%+8.8pp | 82.0%+6.3pp |
| Annual return | 31.24% | 34.79%-3.5pp | 30.89%+0.4pp | 302.83%-271.6pp |
| Employer contribution / active EE | $1,554 | $4,103-62.1% | $3,418-54.5% | $4,761-67.4% |
| Participant deferral / active EE | $3,645 | $6,674-45.4% | $6,270-41.9% | $5,982-39.1% |
| Admin fee / account holder | $2,960 | $10,995-73.1% | $8,081-63.4% | $11,246-73.7% |