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 | $29,398 | $78,422-62.5% | $95,952-69.4% | $79,858-63.2% |
| Participation rate | 82.2% | 73.5%+8.7pp | 77.1%+5.1pp | 69.6%+12.6pp |
| Annual return | 12.85% | 19.37%-6.5pp | 91.61%-78.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,565 | $1,945-19.6% | $2,541-38.4% | $2,471-36.7% |
| Participant deferral / active EE | $3,514 | $3,440+2.2% | $4,167-15.7% | $3,740-6.0% |
| Admin fee / account holder | $5,508 | $5,622-2.0% | $6,795-18.9% | $5,306+3.8% |