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 | $32,589 | $109,881-70.3% | $150,045-78.3% | $84,808-61.6% |
| Participation rate | 98.1% | 76.1%+22.0pp | 82.3%+15.8pp | 68.3%+29.8pp |
| Annual return | 21.15% | 28.25%-7.1pp | 62.55%-41.4pp | 40.90%-19.8pp |
| Employer contribution / active EE | $2,191 | $3,561-38.5% | $4,693-53.3% | $2,631-16.7% |
| Participant deferral / active EE | $6,049 | $6,636-8.8% | $7,997-24.4% | $4,212+43.6% |
| Admin fee / account holder | $2,358 | $8,568-72.5% | $13,435-82.5% | $7,344-67.9% |