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 | $39,541 | $68,719-42.5% | $91,541-56.8% | $84,808-53.4% |
| Participation rate | 97.6% | 64.5%+33.1pp | 69.8%+27.8pp | 68.3%+29.3pp |
| Annual return | 16.86% | 19.12%-2.3pp | 20.50%-3.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,311 | $1,920-31.7% | $2,505-47.7% | $2,631-50.2% |
| Participant deferral / active EE | $1,920 | $3,136-38.8% | $4,008-52.1% | $4,212-54.4% |
| Admin fee / account holder | $2,455 | $5,786-57.6% | $6,956-64.7% | $7,344-66.6% |