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 | $46,635 | $78,422-40.5% | $95,952-51.4% | $79,858-41.6% |
| Participation rate | 84.6% | 73.5%+11.1pp | 77.1%+7.5pp | 69.6%+15.0pp |
| Annual return | 13.64% | 19.37%-5.7pp | 91.61%-78.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,171 | $1,945-39.8% | $2,541-53.9% | $2,471-52.6% |
| Participant deferral / active EE | $2,303 | $3,440-33.0% | $4,167-44.7% | $3,740-38.4% |
| Admin fee / account holder | $2,261 | $5,622-59.8% | $6,795-66.7% | $5,306-57.4% |