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 | $14,770 | $76,000-80.6% | $154,107-90.4% | $64,186-77.0% |
| Participation rate | 73.0% | 70.4%+2.6pp | 83.0%-10.1pp | 69.6%+3.4pp |
| Annual return | 7.71% | 30.32%-22.6pp | 735.12%-727.4pp | 7.63%+0.1pp |
| Employer contribution / active EE | $1,680 | $3,351-49.9% | $5,298-68.3% | $2,381-29.4% |
| Participant deferral / active EE | $2,153 | $3,175-32.2% | $5,081-57.6% | $3,470-37.9% |
| Admin fee / account holder | $1,962 | $5,596-64.9% | $13,411-85.4% | $4,888-59.9% |