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 | $29,779 | $68,547-56.6% | $120,354-75.3% | $80,856-63.2% |
| Participation rate | 80.5% | 61.6%+18.9pp | 71.9%+8.6pp | 67.6%+12.8pp |
| Annual return | 15.02% | 23.60%-8.6pp | 107.15%-92.1pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,381 | $2,051-32.7% | $3,463-60.1% | $2,755-49.9% |
| Participant deferral / active EE | $3,460 | $3,173+9.0% | $4,991-30.7% | $4,296-19.4% |
| Admin fee / account holder | $1,244 | $5,732-78.3% | $9,423-86.8% | $6,918-82.0% |