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 | $43,765 | $64,348-32.0% | $90,160-51.5% | $70,131-37.6% |
| Participation rate | 85.1% | 70.4%+14.7pp | 76.9%+8.2pp | 69.5%+15.6pp |
| Annual return | 15.53% | 28.13%-12.6pp | 34.88%-19.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $953 | $2,046-53.4% | $3,318-71.3% | $2,342-59.3% |
| Participant deferral / active EE | $2,501 | $4,389-43.0% | $5,288-52.7% | $3,332-24.9% |
| Admin fee / account holder | $1,366 | $3,944-65.4% | $5,943-77.0% | $4,645-70.6% |