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 | $29,430 | $76,407-61.5% | $150,298-80.4% | $82,448-64.3% |
| Participation rate | 89.9% | 66.4%+23.5pp | 77.8%+12.1pp | 68.1%+21.8pp |
| Annual return | 19.15% | 39.99%-20.8pp | 62.79%-43.6pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,197 | $2,614-54.2% | $4,154-71.2% | $2,551-53.1% |
| Participant deferral / active EE | $3,198 | $3,214-0.5% | $5,453-41.3% | $4,139-22.7% |
| Admin fee / account holder | $763 | $6,352-88.0% | $14,116-94.6% | $7,234-89.5% |