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 | $29,300 | $72,277-59.5% | $101,248-71.1% | $79,858-63.3% |
| Participation rate | 95.8% | 68.5%+27.4pp | 75.8%+20.0pp | 69.6%+26.2pp |
| Annual return | 13.21% | 22.30%-9.1pp | 46.47%-33.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,625 | $2,692-39.6% | $3,660-55.6% | $2,471-34.2% |
| Participant deferral / active EE | $1,890 | $3,282-42.4% | $4,370-56.8% | $3,740-49.5% |
| Admin fee / account holder | $3,788 | $4,400-13.9% | $5,945-36.3% | $5,306-28.6% |