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 | $19,332 | $48,364-60.0% | $71,796-73.1% | $62,891-69.3% |
| Participation rate | 78.6% | 60.6%+17.9pp | 69.1%+9.5pp | 69.3%+9.3pp |
| Annual return | 6.59% | 13.16%-6.6pp | 78.04%-71.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,285 | $1,042+23.4% | $1,924-33.2% | $2,281-43.6% |
| Participant deferral / active EE | $2,356 | $2,091+12.6% | $2,794-15.7% | $3,203-26.4% |
| Admin fee / account holder | $375 | $3,771-90.0% | $4,815-92.2% | $4,296-91.3% |