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 | $18,997 | $51,576-63.2% | $129,207-85.3% | $80,856-76.5% |
| Participation rate | 90.3% | 57.0%+33.3pp | 69.6%+20.7pp | 67.6%+22.7pp |
| Annual return | 12.08% | 20.81%-8.7pp | 9417.33%-9405.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,009 | $1,584+26.8% | $4,153-51.6% | $2,755-27.1% |
| Participant deferral / active EE | $1,795 | $2,669-32.7% | $4,168-56.9% | $4,296-58.2% |
| Admin fee / account holder | $979 | $4,305-77.3% | $7,715-87.3% | $6,918-85.8% |