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 | $45,816 | $57,065-19.7% | $75,670-39.5% | $70,131-34.7% |
| Participation rate | 94.8% | 68.1%+26.7pp | 72.3%+22.5pp | 69.5%+25.3pp |
| Annual return | 13.21% | 23.57%-10.4pp | 27.34%-14.1pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,515 | $1,817-16.6% | $2,352-35.6% | $2,342-35.3% |
| Participant deferral / active EE | $2,251 | $2,580-12.7% | $3,142-28.4% | $3,332-32.4% |
| Admin fee / account holder | $689 | $3,825-82.0% | $5,800-88.1% | $4,645-85.2% |