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 | $12,249 | $81,248-84.9% | $155,509-92.1% | $80,856-84.9% |
| Participation rate | 92.1% | 66.2%+25.8pp | 78.2%+13.9pp | 67.6%+24.4pp |
| Annual return | 25.39% | 33.31%-7.9pp | 64.67%-39.3pp | 35.59%-10.2pp |
| Employer contribution / active EE | $1,426 | $3,100-54.0% | $4,672-69.5% | $2,755-48.2% |
| Participant deferral / active EE | $3,769 | $3,452+9.2% | $5,626-33.0% | $4,296-12.3% |
| Admin fee / account holder | $1,924 | $7,997-75.9% | $15,912-87.9% | $6,918-72.2% |