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 | $24,934 | $70,475-64.6% | $100,516-75.2% | $79,858-68.8% |
| Participation rate | 93.1% | 73.7%+19.4pp | 79.4%+13.7pp | 69.6%+23.5pp |
| Annual return | 18.39% | 21.90%-3.5pp | 30.89%-12.5pp | 31.71%-13.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,757 | $5,181+49.7% | $6,270+23.7% | $3,740+107.4% |
| Admin fee / account holder | $1,376 | $4,478-69.3% | $8,081-83.0% | $5,306-74.1% |