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 | $39,430 | $84,233-53.2% | $170,442-76.9% | $70,131-43.8% |
| Participation rate | 84.4% | 70.8%+13.6pp | 83.6%+0.8pp | 69.5%+14.9pp |
| Annual return | 13.22% | 23.06%-9.8pp | 205.93%-192.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $2,143 | $3,387-36.7% | $5,433-60.6% | $2,342-8.5% |
| Participant deferral / active EE | $2,498 | $3,086-19.0% | $4,939-49.4% | $3,332-25.0% |
| Admin fee / account holder | $4,590 | $5,698-19.5% | $13,880-66.9% | $4,645-1.2% |