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 | $29,129 | $80,717-63.9% | $154,803-81.2% | $84,808-65.7% |
| Participation rate | 92.6% | 66.8%+25.8pp | 78.1%+14.5pp | 68.3%+24.3pp |
| Annual return | 18.53% | 37.96%-19.4pp | 58.88%-40.4pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,735 | $2,761-1.0% | $4,305-36.5% | $2,631+4.0% |
| Participant deferral / active EE | $2,789 | $3,303-15.6% | $5,540-49.7% | $4,212-33.8% |
| Admin fee / account holder | $1,579 | $6,746-76.6% | $14,329-89.0% | $7,344-78.5% |