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 | $36,069 | $91,552-60.6% | $133,956-73.1% | $79,858-54.8% |
| Participation rate | 84.0% | 73.3%+10.7pp | 79.8%+4.2pp | 69.6%+14.4pp |
| Annual return | 14.00% | 61.85%-47.8pp | 45.09%-31.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,664 | $2,384-30.2% | $3,919-57.5% | $2,471-32.7% |
| Participant deferral / active EE | $3,329 | $3,733-10.8% | $5,048-34.1% | $3,740-11.0% |
| Admin fee / account holder | $1,066 | $6,321-83.1% | $8,927-88.1% | $5,306-79.9% |