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 | $30,243 | $51,708-41.5% | $106,619-71.6% | $62,891-51.9% |
| Participation rate | 86.4% | 66.9%+19.5pp | 78.0%+8.4pp | 69.3%+17.1pp |
| Annual return | 17.54% | 4.69%+12.8pp | 9.42%+8.1pp | 20.14%-2.6pp |
| Employer contribution / active EE | $1,291 | $1,764-26.8% | $3,947-67.3% | $2,281-43.4% |
| Participant deferral / active EE | $2,146 | $2,315-7.3% | $3,930-45.4% | $3,203-33.0% |
| Admin fee / account holder | $931 | $3,349-72.2% | $6,418-85.5% | $4,296-78.3% |