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 | $23,185 | $77,899-70.2% | $149,673-84.5% | $75,163-69.2% |
| Participation rate | 84.4% | 65.6%+18.8pp | 78.8%+5.6pp | 67.2%+17.2pp |
| Annual return | 13.65% | 31.72%-18.1pp | 134.42%-120.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,257 | $3,137-28.1% | $4,818-53.2% | $2,670-15.5% |
| Participant deferral / active EE | $2,058 | $3,411-39.7% | $5,680-63.8% | $4,125-50.1% |
| Admin fee / account holder | $3,908 | $5,956-34.4% | $13,210-70.4% | $5,651-30.8% |