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 | $25,048 | $81,248-69.2% | $155,509-83.9% | $80,856-69.0% |
| Participation rate | 90.5% | 66.2%+24.3pp | 78.2%+12.4pp | 67.6%+22.9pp |
| Annual return | 13.59% | 33.31%-19.7pp | 64.67%-51.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,242 | $3,100-27.7% | $4,672-52.0% | $2,755-18.6% |
| Participant deferral / active EE | $1,955 | $3,452-43.4% | $5,626-65.3% | $4,296-54.5% |
| Admin fee / account holder | $1,542 | $7,997-80.7% | $15,912-90.3% | $6,918-77.7% |