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 | $25,169 | $96,557-73.9% | $80,975-68.9% | $273,961-90.8% |
| Participation rate | 95.7% | 79.1%+16.6pp | 75.8%+19.8pp | 83.0%+12.6pp |
| Annual return | 16.56% | 15.14%+1.4pp | 17.10%-0.5pp | 41.45%-24.9pp |
| Employer contribution / active EE | $1,818 | $4,868-62.7% | $3,714-51.1% | $4,869-62.7% |
| Participant deferral / active EE | $2,568 | $6,598-61.1% | $5,696-54.9% | $5,287-51.4% |
| Admin fee / account holder | $670 | $7,492-91.1% | $5,516-87.9% | $10,132-93.4% |