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 | $28,492 | $87,013-67.3% | $106,213-73.2% | $80,856-64.8% |
| Participation rate | 94.8% | 70.4%+24.4pp | 75.3%+19.5pp | 67.6%+27.2pp |
| Annual return | 14.12% | 17.05%-2.9pp | 116.14%-102.0pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,597 | $2,395+8.4% | $3,171-18.1% | $2,755-5.7% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,204 | $8,431-85.7% | $11,033-89.1% | $6,918-82.6% |