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 | $15,927 | $49,227-67.6% | $70,449-77.4% | $79,858-80.1% |
| Participation rate | 94.1% | 69.2%+24.9pp | 75.1%+19.1pp | 69.6%+24.5pp |
| Annual return | 29.93% | 30.06%-0.1pp | 109.03%-79.1pp | 31.71%-1.8pp |
| Employer contribution / active EE | $2,218 | $2,099+5.7% | $2,737-18.9% | $2,471-10.2% |
| Participant deferral / active EE | $2,261 | $2,768-18.3% | $3,709-39.0% | $3,740-39.5% |
| Admin fee / account holder | $1,269 | $2,878-55.9% | $3,845-67.0% | $5,306-76.1% |