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 | $22,782 | $63,355-64.0% | $91,989-75.2% | $72,985-68.8% |
| Participation rate | 88.9% | 72.5%+16.4pp | 78.6%+10.3pp | 69.5%+19.4pp |
| Annual return | 29.49% | 35.35%-5.9pp | 69.02%-39.5pp | 81.00%-51.5pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,107 | $4,883+66.0% | $5,923+36.9% | $3,607+124.7% |
| Admin fee / account holder | $1,154 | $4,668-75.3% | $7,743-85.1% | $5,124-77.5% |