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 | $25,314 | $88,672-71.5% | $105,223-75.9% | $82,448-69.3% |
| Participation rate | 98.0% | 67.9%+30.1pp | 75.0%+23.0pp | 68.1%+30.0pp |
| Annual return | 13.37% | 30.86%-17.5pp | 180.65%-167.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,323 | $3,048-56.6% | $3,689-64.1% | $2,551-48.2% |
| Participant deferral / active EE | $3,262 | $4,036-19.2% | $5,072-35.7% | $4,139-21.2% |
| Admin fee / account holder | $6,673 | $7,146-6.6% | $8,859-24.7% | $7,234-7.8% |