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 | $38,409 | $53,777-28.6% | $134,143-71.4% | $79,858-51.9% |
| Participation rate | 96.3% | 58.8%+37.5pp | 72.2%+24.1pp | 69.6%+26.7pp |
| Annual return | 15.86% | 19.01%-3.1pp | 36.33%-20.5pp | 31.71%-15.9pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,400 | $2,420+40.5% | $3,499-2.8% | $3,740-9.1% |
| Admin fee / account holder | $1,167 | $3,984-70.7% | $6,684-82.5% | $5,306-78.0% |