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 | $24,496 | $72,012-66.0% | $185,823-86.8% | $79,858-69.3% |
| Participation rate | 82.5% | 65.8%+16.8pp | 78.0%+4.5pp | 69.6%+12.9pp |
| Annual return | 13.85% | 23.12%-9.3pp | 35.95%-22.1pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,033 | $1,965-47.4% | $4,087-74.7% | $2,471-58.2% |
| Participant deferral / active EE | $2,052 | $3,779-45.7% | $5,632-63.6% | $3,740-45.1% |
| Admin fee / account holder | $1,928 | $4,513-57.3% | $9,500-79.7% | $5,306-63.7% |