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 | $26,661 | $76,407-65.1% | $150,298-82.3% | $82,448-67.7% |
| Participation rate | 91.4% | 66.4%+25.0pp | 77.8%+13.6pp | 68.1%+23.3pp |
| Annual return | 19.10% | 39.99%-20.9pp | 62.79%-43.7pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,276 | $2,614-51.2% | $4,154-69.3% | $2,551-50.0% |
| Participant deferral / active EE | $4,806 | $3,214+49.5% | $5,453-11.9% | $4,139+16.1% |
| Admin fee / account holder | $1,471 | $6,352-76.8% | $14,116-89.6% | $7,234-79.7% |