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 | $32,946 | $81,248-59.5% | $155,509-78.8% | $80,856-59.3% |
| Participation rate | 98.2% | 66.2%+32.0pp | 78.2%+20.1pp | 67.6%+30.6pp |
| Annual return | 18.28% | 33.31%-15.0pp | 64.67%-46.4pp | 35.59%-17.3pp |
| Employer contribution / active EE | $1,665 | $3,100-46.3% | $4,672-64.4% | $2,755-39.5% |
| Participant deferral / active EE | $3,088 | $3,452-10.5% | $5,626-45.1% | $4,296-28.1% |
| Admin fee / account holder | $1,315 | $7,997-83.6% | $15,912-91.7% | $6,918-81.0% |