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 | $13,966 | $52,279-73.3% | $89,391-84.4% | $79,858-82.5% |
| Participation rate | 96.4% | 57.5%+38.9pp | 68.0%+28.5pp | 69.6%+26.8pp |
| Annual return | 18.40% | 22.16%-3.8pp | 245.62%-227.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $2,518 | $1,572+60.2% | $2,586-2.6% | $2,471+1.9% |
| Participant deferral / active EE | $4,962 | $2,740+81.1% | $3,890+27.6% | $3,740+32.7% |
| Admin fee / account holder | $1,056 | $3,356-68.5% | $4,881-78.4% | $5,306-80.1% |