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 | $30,007 | $68,547-56.2% | $120,354-75.1% | $80,856-62.9% |
| Participation rate | 72.4% | 61.6%+10.8pp | 71.9%+0.5pp | 67.6%+4.8pp |
| Annual return | 12.58% | 23.60%-11.0pp | 107.15%-94.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,178 | $2,051+6.2% | $3,463-37.1% | $2,755-20.9% |
| Participant deferral / active EE | $4,313 | $3,173+35.9% | $4,991-13.6% | $4,296+0.4% |
| Admin fee / account holder | $2,440 | $5,732-57.4% | $9,423-74.1% | $6,918-64.7% |