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 | $19,520 | $80,717-75.8% | $154,803-87.4% | $84,808-77.0% |
| Participation rate | 95.5% | 66.8%+28.7pp | 78.1%+17.5pp | 68.3%+27.2pp |
| Annual return | 16.85% | 37.96%-21.1pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,776 | $2,761-35.7% | $4,305-58.8% | $2,631-32.5% |
| Participant deferral / active EE | $2,932 | $3,303-11.2% | $5,540-47.1% | $4,212-30.4% |
| Admin fee / account holder | $1,672 | $6,746-75.2% | $14,329-88.3% | $7,344-77.2% |