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 | $31,230 | $76,552-59.2% | $123,892-74.8% | $62,891-50.3% |
| Participation rate | 81.3% | 73.0%+8.3pp | 81.4%-0.1pp | 69.3%+12.0pp |
| Annual return | 11.12% | 18.68%-7.6pp | 47.52%-36.4pp | 20.14%-9.0pp |
| Employer contribution / active EE | $1,916 | $2,883-33.5% | $4,617-58.5% | $2,281-16.0% |
| Participant deferral / active EE | $4,214 | $4,840-12.9% | $5,984-29.6% | $3,203+31.6% |
| Admin fee / account holder | $735 | $4,826-84.8% | $8,357-91.2% | $4,296-82.9% |