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 | $26,162 | $65,041-59.8% | $90,951-71.2% | $79,858-67.2% |
| Participation rate | 87.8% | 61.6%+26.1pp | 69.0%+18.7pp | 69.6%+18.1pp |
| Annual return | 14.19% | 30.45%-16.3pp | 134.60%-120.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,241 | $1,247-0.5% | $2,122-41.5% | $2,471-49.8% |
| Participant deferral / active EE | $2,846 | $2,512+13.3% | $3,373-15.6% | $3,740-23.9% |
| Admin fee / account holder | $5,995 | $4,536+32.2% | $5,959+0.6% | $5,306+13.0% |