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 | $41,785 | $78,422-46.7% | $95,952-56.5% | $79,858-47.7% |
| Participation rate | 90.2% | 73.5%+16.7pp | 77.1%+13.1pp | 69.6%+20.6pp |
| Annual return | 24.96% | 19.37%+5.6pp | 91.61%-66.6pp | 31.71%-6.8pp |
| Employer contribution / active EE | $1,711 | $1,945-12.0% | $2,541-32.7% | $2,471-30.8% |
| Participant deferral / active EE | $2,850 | $3,440-17.1% | $4,167-31.6% | $3,740-23.8% |
| Admin fee / account holder | $1,180 | $5,622-79.0% | $6,795-82.6% | $5,306-77.8% |