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 | $29,074 | $78,422-62.9% | $95,952-69.7% | $79,858-63.6% |
| Participation rate | 80.0% | 73.5%+6.5pp | 77.1%+2.9pp | 69.6%+10.4pp |
| Annual return | 21.67% | 19.37%+2.3pp | 91.61%-69.9pp | 31.71%-10.0pp |
| Employer contribution / active EE | $1,545 | $1,945-20.5% | $2,541-39.2% | $2,471-37.5% |
| Participant deferral / active EE | $2,268 | $3,440-34.1% | $4,167-45.6% | $3,740-39.4% |
| Admin fee / account holder | $1,309 | $5,622-76.7% | $6,795-80.7% | $5,306-75.3% |