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 | $23,190 | $64,480-64.0% | $81,382-71.5% | $80,856-71.3% |
| Participation rate | 87.9% | 63.9%+24.0pp | 69.5%+18.4pp | 67.6%+20.2pp |
| Annual return | 33.93% | 16.34%+17.6pp | 24.73%+9.2pp | 35.59%-1.7pp |
| Employer contribution / active EE | $1,025 | $1,978-48.2% | $2,463-58.4% | $2,755-62.8% |
| Participant deferral / active EE | $1,950 | $3,094-37.0% | $3,883-49.8% | $4,296-54.6% |
| Admin fee / account holder | $1,202 | $5,671-78.8% | $5,768-79.2% | $6,918-82.6% |