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 | $31,522 | $87,013-63.8% | $106,213-70.3% | $80,856-61.0% |
| Participation rate | 84.7% | 70.4%+14.3pp | 75.3%+9.4pp | 67.6%+17.1pp |
| Annual return | 12.52% | 17.05%-4.5pp | 116.14%-103.6pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,911 | $2,395-20.2% | $3,171-39.8% | $2,755-30.6% |
| Participant deferral / active EE | $4,029 | $3,986+1.1% | $5,016-19.7% | $4,296-6.2% |
| Admin fee / account holder | $1,980 | $8,431-76.5% | $11,033-82.1% | $6,918-71.4% |