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 | $33,048 | $87,013-62.0% | $106,213-68.9% | $80,856-59.1% |
| Participation rate | 87.0% | 70.4%+16.6pp | 75.3%+11.7pp | 67.6%+19.4pp |
| Annual return | 12.59% | 17.05%-4.5pp | 116.14%-103.5pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,759 | $2,395-26.6% | $3,171-44.6% | $2,755-36.2% |
| Participant deferral / active EE | $2,816 | $3,986-29.3% | $5,016-43.9% | $4,296-34.4% |
| Admin fee / account holder | $4,179 | $8,431-50.4% | $11,033-62.1% | $6,918-39.6% |