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 | $33,937 | $73,933-54.1% | $96,683-64.9% | $75,163-54.8% |
| Participation rate | 80.4% | 66.4%+14.0pp | 74.3%+6.0pp | 67.2%+13.2pp |
| Annual return | 16.11% | 26.70%-10.6pp | 35.69%-19.6pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,711 | $2,928-41.6% | $3,737-54.2% | $2,670-35.9% |
| Participant deferral / active EE | $2,507 | $3,659-31.5% | $4,878-48.6% | $4,125-39.2% |
| Admin fee / account holder | $1,465 | $5,216-71.9% | $6,730-78.2% | $5,651-74.1% |