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 | $29,936 | $57,828-48.2% | $117,039-74.4% | $70,131-57.3% |
| Participation rate | 95.6% | 67.1%+28.5pp | 77.2%+18.4pp | 69.5%+26.0pp |
| Annual return | 16.44% | 17.55%-1.1pp | 18.95%-2.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,079 | $1,816-40.6% | $3,785-71.5% | $2,342-53.9% |
| Participant deferral / active EE | $3,578 | $2,438+46.8% | $3,929-9.0% | $3,332+7.4% |
| Admin fee / account holder | $1,836 | $3,548-48.2% | $5,974-69.3% | $4,645-60.5% |