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 | $41,800 | $72,177-42.1% | $115,037-63.7% | $59,632-29.9% |
| Participation rate | 96.6% | 72.6%+24.0pp | 81.4%+15.2pp | 68.7%+27.9pp |
| Annual return | 31.93% | 12.02%+19.9pp | 26.14%+5.8pp | 2041.28%-2009.4pp |
| Employer contribution / active EE | $2,359 | $2,841-17.0% | $4,608-48.8% | $2,203+7.1% |
| Participant deferral / active EE | $3,312 | $4,783-30.7% | $6,026-45.0% | $3,192+3.8% |
| Admin fee / account holder | $1,139 | $4,927-76.9% | $8,175-86.1% | $4,297-73.5% |