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 | $27,733 | $46,869-40.8% | $122,332-77.3% | $70,131-60.5% |
| Participation rate | 98.7% | 58.2%+40.5pp | 71.6%+27.1pp | 69.5%+29.1pp |
| Annual return | 15.41% | 24.22%-8.8pp | 30.27%-14.9pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,644 | $1,288+27.6% | $4,050-59.4% | $2,342-29.8% |
| Participant deferral / active EE | $1,256 | $2,166-42.0% | $3,287-61.8% | $3,332-62.3% |
| Admin fee / account holder | $3,702 | $3,322+11.4% | $5,478-32.4% | $4,645-20.3% |