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 | $31,813 | $87,733-63.7% | $106,548-70.1% | $85,850-62.9% |
| Participation rate | 96.8% | 71.9%+24.8pp | 76.1%+20.6pp | 69.3%+27.5pp |
| Annual return | 17.03% | 21.86%-4.8pp | 26.80%-9.8pp | 318.53%-301.5pp |
| Employer contribution / active EE | $2,169 | $2,073+4.6% | $2,819-23.1% | $2,565-15.5% |
| Participant deferral / active EE | $2,833 | $3,469-18.3% | $4,398-35.6% | $3,952-28.3% |
| Admin fee / account holder | $693 | $6,767-89.8% | $7,407-90.6% | $6,260-88.9% |