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 | $26,303 | $78,672-66.6% | $109,143-75.9% | $85,850-69.4% |
| Participation rate | 96.4% | 68.3%+28.1pp | 75.9%+20.5pp | 69.3%+27.0pp |
| Annual return | 14.24% | 25.09%-10.8pp | 25.75%-11.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,415 | $2,735-48.3% | $3,722-62.0% | $2,565-44.8% |
| Participant deferral / active EE | $4,012 | $3,467+15.7% | $4,653-13.8% | $3,952+1.5% |
| Admin fee / account holder | $2,150 | $5,469-60.7% | $6,752-68.2% | $6,260-65.7% |