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 | $21,797 | $55,706-60.9% | $75,886-71.3% | $72,985-70.1% |
| Participation rate | 89.1% | 61.1%+28.0pp | 69.3%+19.8pp | 69.5%+19.6pp |
| Annual return | 20.78% | 27.59%-6.8pp | 30.76%-10.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,687 | $1,6870% | $2,500-32.5% | $2,440-30.9% |
| Participant deferral / active EE | $1,533 | $2,634-41.8% | $3,603-57.5% | $3,607-57.5% |
| Admin fee / account holder | $7,711 | $3,978+93.8% | $5,418+42.3% | $5,124+50.5% |