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 | $44,222 | $61,156-27.7% | $185,823-76.2% | $79,386-44.3% |
| Participation rate | 87.0% | 66.6%+20.4pp | 81.7%+5.3pp | 70.7%+16.3pp |
| Annual return | 13.93% | 19.45%-5.5pp | 122.05%-108.1pp | 116.85%-102.9pp |
| Employer contribution / active EE | $1,572 | $2,321-32.3% | $5,167-69.6% | $2,427-35.3% |
| Participant deferral / active EE | $2,196 | $2,789-21.2% | $5,568-60.6% | $4,046-45.7% |
| Admin fee / account holder | $1,376 | $710+93.9% | $16,237-91.5% | $626+119.6% |