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 | $24,156 | $65,365-63.0% | $92,893-74.0% | $72,985-66.9% |
| Participation rate | 90.0% | 68.3%+21.7pp | 76.0%+14.0pp | 69.5%+20.5pp |
| Annual return | 31.42% | 42.10%-10.7pp | 109.41%-78.0pp | 81.00%-49.6pp |
| Employer contribution / active EE | $2,243 | $2,594-13.5% | $3,653-38.6% | $2,440-8.1% |
| Participant deferral / active EE | $3,429 | $3,128+9.6% | $4,236-19.1% | $3,607-4.9% |
| Admin fee / account holder | $1,368 | $4,251-67.8% | $5,794-76.4% | $5,124-73.3% |