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 | $45,572 | $94,625-51.8% | $116,228-60.8% | $84,808-46.3% |
| Participation rate | 90.9% | 70.4%+20.5pp | 74.6%+16.4pp | 68.3%+22.6pp |
| Annual return | 17.19% | 20.40%-3.2pp | 90.06%-72.9pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,694 | $2,347-27.8% | $2,994-43.4% | $2,631-35.6% |
| Participant deferral / active EE | $3,027 | $3,972-23.8% | $4,953-38.9% | $4,212-28.1% |
| Admin fee / account holder | $1,946 | $10,091-80.7% | $11,989-83.8% | $7,344-73.5% |