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 | $28,872 | $81,248-64.5% | $155,509-81.4% | $80,856-64.3% |
| Participation rate | 79.3% | 66.2%+13.1pp | 78.2%+1.2pp | 67.6%+11.7pp |
| Annual return | 25.66% | 33.31%-7.7pp | 64.67%-39.0pp | 35.59%-9.9pp |
| Employer contribution / active EE | $2,082 | $3,100-32.9% | $4,672-55.4% | $2,755-24.4% |
| Participant deferral / active EE | $3,761 | $3,452+9.0% | $5,626-33.1% | $4,296-12.4% |
| Admin fee / account holder | $741 | $7,997-90.7% | $15,912-95.3% | $6,918-89.3% |