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 | $43,515 | $76,367-43.0% | $93,606-53.5% | $72,985-40.4% |
| Participation rate | 96.0% | 71.7%+24.3pp | 75.8%+20.2pp | 69.5%+26.5pp |
| Annual return | 20.81% | 25.82%-5.0pp | 32.76%-11.9pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,149 | $2,275-49.5% | $2,718-57.7% | $2,440-52.9% |
| Participant deferral / active EE | $2,861 | $3,538-19.1% | $4,069-29.7% | $3,607-20.7% |
| Admin fee / account holder | $668 | $6,838-90.2% | $7,888-91.5% | $5,124-87.0% |