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 | $18,556 | $84,233-78.0% | $170,442-89.1% | $70,131-73.5% |
| Participation rate | 98.4% | 70.8%+27.6pp | 83.6%+14.8pp | 69.5%+28.9pp |
| Annual return | 14.58% | 23.06%-8.5pp | 205.93%-191.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,705 | $3,387-49.7% | $5,433-68.6% | $2,342-27.2% |
| Participant deferral / active EE | $1,300 | $3,086-57.9% | $4,939-73.7% | $3,332-61.0% |
| Admin fee / account holder | $404 | $5,698-92.9% | $13,880-97.1% | $4,645-91.3% |