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 | $41,003 | $46,869-12.5% | $122,332-66.5% | $70,131-41.5% |
| Participation rate | 86.7% | 58.2%+28.5pp | 71.6%+15.0pp | 69.5%+17.1pp |
| Annual return | 14.15% | 24.22%-10.1pp | 30.27%-16.1pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,155 | $1,288-10.3% | $4,050-71.5% | $2,342-50.7% |
| Participant deferral / active EE | $1,618 | $2,166-25.3% | $3,287-50.8% | $3,332-51.4% |
| Admin fee / account holder | $574 | $3,322-82.7% | $5,478-89.5% | $4,645-87.6% |