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 | $24,885 | $54,762-54.6% | $90,281-72.4% | $72,985-65.9% |
| Participation rate | 97.1% | 65.1%+31.9pp | 73.3%+23.8pp | 69.5%+27.6pp |
| Annual return | 33.30% | 30.63%+2.7pp | 78.10%-44.8pp | 81.00%-47.7pp |
| Employer contribution / active EE | $1,800 | $2,092-14.0% | $2,854-36.9% | $2,440-26.2% |
| Participant deferral / active EE | $3,737 | $2,887+29.4% | $3,885-3.8% | $3,607+3.6% |
| Admin fee / account holder | $2,170 | $3,972-45.4% | $5,351-59.4% | $5,124-57.7% |