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 | $25,155 | $78,926-68.1% | $136,749-81.6% | $84,808-70.3% |
| Participation rate | 97.0% | 62.2%+34.8pp | 72.1%+24.8pp | 68.3%+28.7pp |
| Annual return | 15.68% | 18.17%-2.5pp | 24.33%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,591 | $2,134+21.4% | $3,400-23.8% | $2,631-1.5% |
| Participant deferral / active EE | $1,110 | $3,168-65.0% | $4,692-76.4% | $4,212-73.7% |
| Admin fee / account holder | $1,313 | $6,369-79.4% | $11,386-88.5% | $7,344-82.1% |