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 | $17,461 | $61,605-71.7% | $112,229-84.4% | $75,163-76.8% |
| Participation rate | 85.1% | 61.7%+23.4pp | 72.4%+12.7pp | 67.2%+17.9pp |
| Annual return | 18.99% | 28.47%-9.5pp | 30.20%-11.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,880 | $2,015-6.7% | $3,430-45.2% | $2,670-29.6% |
| Participant deferral / active EE | $3,191 | $3,108+2.6% | $4,798-33.5% | $4,125-22.7% |
| Admin fee / account holder | $1,577 | $4,862-67.6% | $7,748-79.7% | $5,651-72.1% |