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 | $31,946 | $84,233-62.1% | $170,442-81.3% | $70,131-54.4% |
| Participation rate | 85.5% | 70.8%+14.7pp | 83.6%+1.9pp | 69.5%+16.0pp |
| Annual return | 15.68% | 23.06%-7.4pp | 205.93%-190.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,214 | $3,387-64.2% | $5,433-77.7% | $2,342-48.2% |
| Participant deferral / active EE | $2,709 | $3,086-12.2% | $4,939-45.1% | $3,332-18.7% |
| Admin fee / account holder | $3,178 | $5,698-44.2% | $13,880-77.1% | $4,645-31.6% |