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 | $43,865 | $80,968-45.8% | $96,544-54.6% | $75,163-41.6% |
| Participation rate | 96.8% | 71.8%+25.0pp | 76.0%+20.8pp | 67.2%+29.6pp |
| Annual return | 19.02% | 27.06%-8.0pp | 25.84%-6.8pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,031 | $2,282-54.8% | $2,965-65.2% | $2,670-61.4% |
| Participant deferral / active EE | $4,514 | $3,928+14.9% | $4,851-6.9% | $4,125+9.4% |
| Admin fee / account holder | $1,379 | $6,724-79.5% | $8,252-83.3% | $5,651-75.6% |