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 | $26,718 | $81,248-67.1% | $155,509-82.8% | $80,856-67.0% |
| Participation rate | 70.0% | 66.2%+3.8pp | 78.2%-8.2pp | 67.6%+2.4pp |
| Annual return | 12.34% | 33.31%-21.0pp | 64.67%-52.3pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,393 | $3,100-55.1% | $4,672-70.2% | $2,755-49.4% |
| Participant deferral / active EE | $1,126 | $3,452-67.4% | $5,626-80.0% | $4,296-73.8% |
| Admin fee / account holder | $2,651 | $7,997-66.8% | $15,912-83.3% | $6,918-61.7% |