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 | $16,777 | $45,073-62.8% | $69,455-75.8% | $72,985-77.0% |
| Participation rate | 96.5% | 68.5%+28.0pp | 74.6%+21.9pp | 69.5%+27.0pp |
| Annual return | 31.60% | 22.65%+9.0pp | 28.97%+2.6pp | 81.00%-49.4pp |
| Employer contribution / active EE | $1,892 | $2,054-7.9% | $2,779-31.9% | $2,440-22.4% |
| Participant deferral / active EE | $4,083 | $2,602+56.9% | $3,535+15.5% | $3,607+13.2% |
| Admin fee / account holder | $395 | $3,056-87.1% | $3,839-89.7% | $5,124-92.3% |