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 | $48,850 | $94,625-48.4% | $116,228-58.0% | $84,808-42.4% |
| Participation rate | 87.3% | 70.4%+16.9pp | 74.6%+12.8pp | 68.3%+19.0pp |
| Annual return | 27.34% | 20.40%+6.9pp | 90.06%-62.7pp | 40.90%-13.6pp |
| Employer contribution / active EE | $2,107 | $2,347-10.2% | $2,994-29.7% | $2,631-19.9% |
| Participant deferral / active EE | $3,652 | $3,972-8.1% | $4,953-26.3% | $4,212-13.3% |
| Admin fee / account holder | $1,938 | $10,091-80.8% | $11,989-83.8% | $7,344-73.6% |