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 | $32,337 | $52,681-38.6% | $75,781-57.3% | $59,632-45.8% |
| Participation rate | 91.9% | 67.2%+24.7pp | 75.8%+16.1pp | 68.7%+23.3pp |
| Annual return | 2.65% | 2.95%-0.3pp | 9.68%-7.0pp | 2041.28%-2038.6pp |
| Employer contribution / active EE | $1,359 | $2,193-38.0% | $3,323-59.1% | $2,203-38.3% |
| Participant deferral / active EE | $1,991 | $2,591-23.2% | $3,651-45.5% | $3,192-37.6% |
| Admin fee / account holder | $1,289 | $3,610-64.3% | $5,299-75.7% | $4,297-70.0% |