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 | $22,958 | $72,012-68.1% | $185,823-87.6% | $79,858-71.3% |
| Participation rate | 92.0% | 65.8%+26.2pp | 78.0%+14.0pp | 69.6%+22.4pp |
| Annual return | 24.63% | 23.12%+1.5pp | 35.95%-11.3pp | 31.71%-7.1pp |
| Employer contribution / active EE | $1,694 | $1,965-13.8% | $4,087-58.6% | $2,471-31.4% |
| Participant deferral / active EE | $2,708 | $3,779-28.3% | $5,632-51.9% | $3,740-27.6% |
| Admin fee / account holder | $1,135 | $4,513-74.9% | $9,500-88.1% | $5,306-78.6% |