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 | $25,390 | $46,553-45.5% | $64,056-60.4% | $75,163-66.2% |
| Participation rate | 98.1% | 65.9%+32.2pp | 72.3%+25.8pp | 67.2%+31.0pp |
| Annual return | 14.29% | 26.03%-11.7pp | 33.69%-19.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,610 | $1,974-18.4% | $2,747-41.4% | $2,670-39.7% |
| Participant deferral / active EE | $3,124 | $2,837+10.1% | $3,880-19.5% | $4,125-24.3% |
| Admin fee / account holder | $2,672 | $2,952-9.5% | $3,068-12.9% | $5,651-52.7% |