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 | $25,943 | $79,944-67.5% | $98,439-73.6% | $75,163-65.5% |
| Participation rate | 80.6% | 70.4%+10.3pp | 75.2%+5.5pp | 67.2%+13.5pp |
| Annual return | 13.40% | 19.75%-6.4pp | 21.16%-7.8pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,452 | $2,264-35.9% | $3,048-52.4% | $2,670-45.6% |
| Participant deferral / active EE | $2,895 | $3,752-22.8% | $4,738-38.9% | $4,125-29.8% |
| Admin fee / account holder | $479 | $6,840-93.0% | $8,948-94.7% | $5,651-91.5% |