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 | $31,694 | $46,869-32.4% | $122,332-74.1% | $70,131-54.8% |
| Participation rate | 94.4% | 58.2%+36.3pp | 71.6%+22.8pp | 69.5%+24.9pp |
| Annual return | 16.20% | 24.22%-8.0pp | 30.27%-14.1pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,247 | $1,288-3.2% | $4,050-69.2% | $2,342-46.8% |
| Participant deferral / active EE | $1,570 | $2,166-27.5% | $3,287-52.2% | $3,332-52.9% |
| Admin fee / account holder | $1,018 | $3,322-69.4% | $5,478-81.4% | $4,645-78.1% |