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 | $39,119 | $48,570-19.5% | $130,648-70.1% | $72,985-46.4% |
| Participation rate | 73.5% | 58.6%+15.0pp | 71.7%+1.8pp | 69.5%+4.0pp |
| Annual return | 24.90% | 38.63%-13.7pp | 1708.96%-1684.1pp | 81.00%-56.1pp |
| Employer contribution / active EE | $1,070 | $1,334-19.8% | $4,092-73.9% | $2,440-56.1% |
| Participant deferral / active EE | $2,667 | $2,384+11.9% | $3,603-26.0% | $3,607-26.1% |
| Admin fee / account holder | $540 | $3,549-84.8% | $5,464-90.1% | $5,124-89.5% |