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 | $30,212 | $72,277-58.2% | $101,248-70.2% | $79,858-62.2% |
| Participation rate | 72.1% | 68.5%+3.7pp | 75.8%-3.7pp | 69.6%+2.5pp |
| Annual return | 18.07% | 22.30%-4.2pp | 46.47%-28.4pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,776 | $2,692-34.0% | $3,660-51.5% | $2,471-28.1% |
| Participant deferral / active EE | $2,813 | $3,282-14.3% | $4,370-35.6% | $3,740-24.8% |
| Admin fee / account holder | $1,338 | $4,400-69.6% | $5,945-77.5% | $5,306-74.8% |