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 | $43,938 | $72,277-39.2% | $101,248-56.6% | $79,858-45.0% |
| Participation rate | 92.6% | 68.5%+24.1pp | 75.8%+16.8pp | 69.6%+23.0pp |
| Annual return | 37.66% | 22.30%+15.4pp | 46.47%-8.8pp | 31.71%+5.9pp |
| Employer contribution / active EE | $1,574 | $2,692-41.5% | $3,660-57.0% | $2,471-36.3% |
| Participant deferral / active EE | $2,799 | $3,282-14.7% | $4,370-36.0% | $3,740-25.2% |
| Admin fee / account holder | $12,052 | $4,400+173.9% | $5,945+102.7% | $5,306+127.1% |