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 | $31,065 | $78,672-60.5% | $109,143-71.5% | $85,850-63.8% |
| Participation rate | 83.3% | 68.3%+15.1pp | 75.9%+7.5pp | 69.3%+14.0pp |
| Annual return | 12.26% | 25.09%-12.8pp | 25.75%-13.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,004 | $2,735-63.3% | $3,722-73.0% | $2,565-60.9% |
| Participant deferral / active EE | $2,698 | $3,467-22.2% | $4,653-42.0% | $3,952-31.7% |
| Admin fee / account holder | $2,099 | $5,469-61.6% | $6,752-68.9% | $6,260-66.5% |