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 | $39,576 | $81,233-51.3% | $155,567-74.6% | $80,874-51.1% |
| Participation rate | 82.3% | 66.2%+16.0pp | 78.2%+4.1pp | 67.6%+14.6pp |
| Annual return | 15.28% | 33.33%-18.0pp | 64.74%-49.5pp | 35.62%-20.3pp |
| Employer contribution / active EE | $1,851 | $3,101-40.3% | $4,674-60.4% | $2,756-32.8% |
| Participant deferral / active EE | $1,711 | $3,452-50.4% | $5,628-69.6% | $4,297-60.2% |
| Admin fee / account holder | $2,814 | $7,998-64.8% | $15,916-82.3% | $6,935-59.4% |