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 | $31,615 | $91,552-65.5% | $133,956-76.4% | $79,858-60.4% |
| Participation rate | 70.0% | 73.3%-3.3pp | 79.8%-9.8pp | 69.6%+0.4pp |
| Annual return | 21.95% | 61.85%-39.9pp | 45.09%-23.1pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,916 | $2,384-19.6% | $3,919-51.1% | $2,471-22.5% |
| Participant deferral / active EE | $3,825 | $3,733+2.5% | $5,048-24.2% | $3,740+2.3% |
| Admin fee / account holder | $523 | $6,321-91.7% | $8,927-94.1% | $5,306-90.1% |