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 | $27,228 | $45,073-39.6% | $69,455-60.8% | $72,985-62.7% |
| Participation rate | 83.3% | 68.5%+14.8pp | 74.6%+8.7pp | 69.5%+13.8pp |
| Annual return | 20.03% | 22.65%-2.6pp | 28.97%-8.9pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,275 | $2,054-37.9% | $2,779-54.1% | $2,440-47.7% |
| Participant deferral / active EE | $4,506 | $2,602+73.2% | $3,535+27.4% | $3,607+24.9% |
| Admin fee / account holder | $927 | $3,056-69.7% | $3,839-75.9% | $5,124-81.9% |