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 | $33,221 | $80,717-58.8% | $154,803-78.5% | $84,808-60.8% |
| Participation rate | 81.3% | 66.8%+14.4pp | 78.1%+3.2pp | 68.3%+12.9pp |
| Annual return | 19.27% | 37.96%-18.7pp | 58.88%-39.6pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,153 | $2,761-22.0% | $4,305-50.0% | $2,631-18.2% |
| Participant deferral / active EE | $4,165 | $3,303+26.1% | $5,540-24.8% | $4,212-1.1% |
| Admin fee / account holder | $525 | $6,746-92.2% | $14,329-96.3% | $7,344-92.9% |