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 | $39,461 | $78,422-49.7% | $95,952-58.9% | $79,858-50.6% |
| Participation rate | 74.5% | 73.5%+1.1pp | 77.1%-2.5pp | 69.6%+4.9pp |
| Annual return | 13.14% | 19.37%-6.2pp | 91.61%-78.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,596 | $1,945-17.9% | $2,541-37.2% | $2,471-35.4% |
| Participant deferral / active EE | $3,172 | $3,440-7.8% | $4,167-23.9% | $3,740-15.2% |
| Admin fee / account holder | $753 | $5,622-86.6% | $6,795-88.9% | $5,306-85.8% |