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 | $19,013 | $51,175-62.8% | $70,515-73.0% | $75,163-74.7% |
| Participation rate | 76.9% | 60.9%+16.0pp | 68.3%+8.6pp | 67.2%+9.7pp |
| Annual return | 18.16% | 30.02%-11.9pp | 32.77%-14.6pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,204 | $1,826+20.7% | $2,973-25.9% | $2,670-17.5% |
| Participant deferral / active EE | $3,326 | $2,849+16.7% | $4,567-27.2% | $4,125-19.4% |
| Admin fee / account holder | $414 | $4,091-89.9% | $6,412-93.6% | $5,651-92.7% |