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 | $23,362 | $45,035-48.1% | $62,995-62.9% | $70,131-66.7% |
| Participation rate | 93.0% | 69.5%+23.5pp | 74.8%+18.2pp | 69.5%+23.5pp |
| Annual return | 12.47% | 18.76%-6.3pp | 87.57%-75.1pp | 73.14%-60.7pp |
| Employer contribution / active EE | $2,195 | $2,051+7.0% | $2,759-20.4% | $2,342-6.3% |
| Participant deferral / active EE | $1,155 | $2,465-53.1% | $3,329-65.3% | $3,332-65.3% |
| Admin fee / account holder | $1,145 | $2,834-59.6% | $3,600-68.2% | $4,645-75.4% |