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 | $30,304 | $78,520-61.4% | $96,576-68.6% | $82,448-63.2% |
| Participation rate | 86.5% | 77.7%+8.8pp | 81.4%+5.0pp | 68.1%+18.4pp |
| Annual return | 15.51% | 41.30%-25.8pp | 38.47%-23.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,295 | $2,630-50.8% | $3,553-63.6% | $2,551-49.2% |
| Participant deferral / active EE | $5,045 | $6,754-25.3% | $7,956-36.6% | $4,139+21.9% |
| Admin fee / account holder | $1,130 | $13,455-91.6% | $11,381-90.1% | $7,234-84.4% |