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 | $35,971 | $109,881-67.3% | $150,045-76.0% | $84,808-57.6% |
| Participation rate | 70.4% | 76.1%-5.7pp | 82.3%-12.0pp | 68.3%+2.1pp |
| Annual return | 19.28% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,143 | $3,561-39.8% | $4,693-54.3% | $2,631-18.6% |
| Participant deferral / active EE | $3,867 | $6,636-41.7% | $7,997-51.6% | $4,212-8.2% |
| Admin fee / account holder | $2,311 | $8,568-73.0% | $13,435-82.8% | $7,344-68.5% |