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 | $18,391 | $61,272-70.0% | $149,673-87.7% | $71,457-74.3% |
| Participation rate | 93.8% | 62.5%+31.3pp | 78.8%+15.0pp | 67.9%+25.9pp |
| Annual return | 22.40% | 35.85%-13.4pp | 134.42%-112.0pp | 28.85%-6.4pp |
| Employer contribution / active EE | $1,526 | $2,378-35.8% | $4,818-68.3% | $2,588-41.0% |
| Participant deferral / active EE | $4,143 | $2,917+42.0% | $5,680-27.1% | $4,289-3.4% |
| Admin fee / account holder | $1,178 | $1,261-6.6% | $13,210-91.1% | $1,587-25.8% |