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 | $21,862 | $96,484-77.3% | $75,886-71.2% | $152,861-85.7% |
| Participation rate | 81.3% | 76.2%+5.1pp | 69.3%+12.0pp | 82.4%-1.2pp |
| Annual return | 22.38% | 33.98%-11.6pp | 30.76%-8.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,664 | $3,309-49.7% | $2,500-33.5% | $4,762-65.1% |
| Participant deferral / active EE | $2,371 | $4,553-47.9% | $3,603-34.2% | $5,850-59.5% |
| Admin fee / account holder | $1,332 | $8,078-83.5% | $5,418-75.4% | $11,596-88.5% |