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 | $21,579 | $64,839-66.7% | $95,585-77.4% | $84,808-74.6% |
| Participation rate | 94.5% | 63.8%+30.7pp | 72.1%+22.4pp | 68.3%+26.2pp |
| Annual return | 18.87% | -670.96%+689.8pp | 38.56%-19.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,144 | $1,759+21.9% | $2,527-15.1% | $2,631-18.5% |
| Participant deferral / active EE | $2,913 | $2,965-1.8% | $4,023-27.6% | $4,212-30.8% |
| Admin fee / account holder | $6,372 | $5,964+6.8% | $6,127+4.0% | $7,344-13.2% |