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 | $28,265 | $78,672-64.1% | $109,143-74.1% | $85,850-67.1% |
| Participation rate | 93.3% | 68.3%+25.1pp | 75.9%+17.5pp | 69.3%+24.0pp |
| Annual return | 12.99% | 25.09%-12.1pp | 25.75%-12.8pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,940 | $2,735-29.1% | $3,722-47.9% | $2,565-24.4% |
| Participant deferral / active EE | $4,305 | $3,467+24.2% | $4,653-7.5% | $3,952+8.9% |
| Admin fee / account holder | $1,943 | $5,469-64.5% | $6,752-71.2% | $6,260-69.0% |