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 | $28,732 | $77,899-63.1% | $149,673-80.8% | $75,163-61.8% |
| Participation rate | 81.0% | 65.6%+15.5pp | 78.8%+2.3pp | 67.2%+13.8pp |
| Annual return | 17.85% | 31.72%-13.9pp | 134.42%-116.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,265 | $3,137-27.8% | $4,818-53.0% | $2,670-15.2% |
| Participant deferral / active EE | $5,002 | $3,411+46.6% | $5,680-11.9% | $4,125+21.2% |
| Admin fee / account holder | $4,071 | $5,956-31.7% | $13,210-69.2% | $5,651-28.0% |