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 | $32,498 | $63,764-49.0% | $81,930-60.3% | $79,858-59.3% |
| Participation rate | 90.2% | 67.5%+22.7pp | 72.0%+18.2pp | 69.6%+20.5pp |
| Annual return | 17.38% | 22.66%-5.3pp | 29.49%-12.1pp | 31.71%-14.3pp |
| Employer contribution / active EE | $3,820 | $1,795+112.8% | $4,310-11.4% | $2,471+54.6% |
| Participant deferral / active EE | $3,588 | $2,780+29.0% | $7,107-49.5% | $3,740-4.1% |
| Admin fee / account holder | $747 | $4,426-83.1% | $5,158-85.5% | $5,306-85.9% |