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 | $30,151 | $109,881-72.6% | $150,045-79.9% | $84,808-64.4% |
| Participation rate | 97.1% | 76.1%+21.1pp | 82.3%+14.8pp | 68.3%+28.8pp |
| Annual return | 19.96% | 28.25%-8.3pp | 62.55%-42.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $2,251 | $3,561-36.8% | $4,693-52.0% | $2,631-14.4% |
| Participant deferral / active EE | $4,810 | $6,636-27.5% | $7,997-39.8% | $4,212+14.2% |
| Admin fee / account holder | $1,207 | $8,568-85.9% | $13,435-91.0% | $7,344-83.6% |