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 | $24,725 | $54,705-54.8% | $71,209-65.3% | $84,808-70.8% |
| Participation rate | 82.5% | 64.1%+18.4pp | 73.8%+8.7pp | 68.3%+14.1pp |
| Annual return | 14.46% | 35.90%-21.4pp | 282.51%-268.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,386 | $2,158+10.6% | $2,721-12.3% | $2,631-9.3% |
| Participant deferral / active EE | $1,244 | $3,030-58.9% | $4,175-70.2% | $4,212-70.5% |
| Admin fee / account holder | $3,263 | $4,863-32.9% | $5,349-39.0% | $7,344-55.6% |