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 | $24,277 | $46,869-48.2% | $122,332-80.2% | $70,131-65.4% |
| Participation rate | 96.8% | 58.2%+38.6pp | 71.6%+25.1pp | 69.5%+27.2pp |
| Annual return | 14.07% | 24.22%-10.2pp | 30.27%-16.2pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,106 | $1,288-14.1% | $4,050-72.7% | $2,342-52.8% |
| Participant deferral / active EE | $2,774 | $2,166+28.0% | $3,287-15.6% | $3,332-16.7% |
| Admin fee / account holder | $11,075 | $3,322+233.3% | $5,478+102.2% | $4,645+138.4% |