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 | $22,020 | $98,240-77.6% | $82,313-73.2% | $147,584-85.1% |
| Participation rate | 94.7% | 79.7%+15.0pp | 76.9%+17.8pp | 82.8%+11.9pp |
| Annual return | 19.23% | 30.85%-11.6pp | 25.88%-6.6pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,351 | $3,192-57.7% | $2,428-44.4% | $4,876-72.3% |
| Participant deferral / active EE | $2,661 | $4,383-39.3% | $3,706-28.2% | $5,439-51.1% |
| Admin fee / account holder | $1,040 | $8,563-87.9% | $5,608-81.5% | $10,885-90.4% |