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 | $22,036 | $80,717-72.7% | $154,803-85.8% | $84,808-74.0% |
| Participation rate | 72.1% | 66.8%+5.2pp | 78.1%-6.0pp | 68.3%+3.7pp |
| Annual return | 23.11% | 37.96%-14.8pp | 58.88%-35.8pp | 40.90%-17.8pp |
| Employer contribution / active EE | $2,128 | $2,761-22.9% | $4,305-50.6% | $2,631-19.1% |
| Participant deferral / active EE | $4,598 | $3,303+39.2% | $5,540-17.0% | $4,212+9.2% |
| Admin fee / account holder | $2,758 | $6,746-59.1% | $14,329-80.8% | $7,344-62.4% |