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 | $27,951 | $73,933-62.2% | $96,683-71.1% | $75,163-62.8% |
| Participation rate | 86.2% | 66.4%+19.8pp | 74.3%+11.9pp | 67.2%+19.0pp |
| Annual return | 19.65% | 26.70%-7.1pp | 35.69%-16.0pp | 160.62%-141.0pp |
| Employer contribution / active EE | $4,373 | $2,928+49.4% | $3,737+17.0% | $2,670+63.8% |
| Participant deferral / active EE | $2,945 | $3,659-19.5% | $4,878-39.6% | $4,125-28.6% |
| Admin fee / account holder | $465 | $5,216-91.1% | $6,730-93.1% | $5,651-91.8% |