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 | $33,809 | $71,050-52.4% | $93,606-63.9% | $80,856-58.2% |
| Participation rate | 74.4% | 60.4%+14.0pp | 68.7%+5.6pp | 67.6%+6.7pp |
| Annual return | 12.39% | 11.26%+1.1pp | 133.20%-120.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,844 | $1,564+17.9% | $2,420-23.8% | $2,755-33.1% |
| Participant deferral / active EE | $2,789 | $4,034-30.8% | $4,411-36.8% | $4,296-35.1% |
| Admin fee / account holder | $558 | $6,945-92.0% | $8,285-93.3% | $6,918-91.9% |