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 | $36,403 | $76,367-52.3% | $93,606-61.1% | $72,985-50.1% |
| Participation rate | 91.9% | 71.7%+20.1pp | 75.8%+16.1pp | 69.5%+22.4pp |
| Annual return | 22.44% | 25.82%-3.4pp | 32.76%-10.3pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,144 | $2,275-49.7% | $2,718-57.9% | $2,440-53.1% |
| Participant deferral / active EE | $1,910 | $3,538-46.0% | $4,069-53.0% | $3,607-47.0% |
| Admin fee / account holder | $577 | $6,838-91.6% | $7,888-92.7% | $5,124-88.7% |