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 | $80,717-67.0% | $154,803-82.8% | $84,808-68.6% |
| Participation rate | 91.4% | 66.8%+24.6pp | 78.1%+13.3pp | 68.3%+23.1pp |
| Annual return | 19.10% | 37.96%-18.9pp | 58.88%-39.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,276 | $2,761-53.8% | $4,305-70.4% | $2,631-51.5% |
| Participant deferral / active EE | $4,806 | $3,303+45.5% | $5,540-13.3% | $4,212+14.1% |
| Admin fee / account holder | $1,471 | $6,746-78.2% | $14,329-89.7% | $7,344-80.0% |