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 | $45,559 | $81,460-44.1% | $103,333-55.9% | $80,856-43.7% |
| Participation rate | 92.3% | 66.8%+25.5pp | 74.5%+17.8pp | 67.6%+24.7pp |
| Annual return | 12.81% | 25.55%-12.7pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,357 | $3,105-24.1% | $3,868-39.0% | $2,755-14.4% |
| Participant deferral / active EE | $3,483 | $3,869-10.0% | $5,057-31.1% | $4,296-18.9% |
| Admin fee / account holder | $494 | $6,566-92.5% | $8,355-94.1% | $6,918-92.9% |