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 | $22,191 | $93,571-76.3% | $135,903-83.7% | $75,163-70.5% |
| Participation rate | 93.5% | 75.2%+18.4pp | 81.9%+11.6pp | 67.2%+26.4pp |
| Annual return | 19.46% | 30.90%-11.4pp | 68.23%-48.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,959 | $3,537-44.6% | $4,856-59.7% | $2,670-26.6% |
| Participant deferral / active EE | $4,176 | $6,404-34.8% | $7,758-46.2% | $4,125+1.2% |
| Admin fee / account holder | $1,852 | $6,975-73.5% | $10,762-82.8% | $5,651-67.2% |