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 | $23,364 | $73,933-68.4% | $96,683-75.8% | $75,163-68.9% |
| Participation rate | 80.6% | 66.4%+14.2pp | 74.3%+6.3pp | 67.2%+13.5pp |
| Annual return | 15.81% | 26.70%-10.9pp | 35.69%-19.9pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,875 | $2,928-1.8% | $3,737-23.1% | $2,670+7.7% |
| Participant deferral / active EE | $2,737 | $3,659-25.2% | $4,878-43.9% | $4,125-33.7% |
| Admin fee / account holder | $7,371 | $5,216+41.3% | $6,730+9.5% | $5,651+30.4% |