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 | $14,248 | $111,535-87.2% | $105,223-86.5% | $137,256-89.6% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 18.05% | 237.85%-219.8pp | 180.65%-162.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,371 | $3,939-65.2% | $3,689-62.8% | $4,156-67.0% |
| Participant deferral / active EE | $3,061 | $5,500-44.3% | $5,072-39.6% | $6,407-52.2% |
| Admin fee / account holder | $665 | $9,721-93.2% | $8,859-92.5% | $12,270-94.6% |