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 | $36,121 | $73,933-51.1% | $96,683-62.6% | $75,163-51.9% |
| Participation rate | 97.0% | 66.4%+30.5pp | 74.3%+22.6pp | 67.2%+29.8pp |
| Annual return | 15.56% | 26.70%-11.1pp | 35.69%-20.1pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,956 | $2,928-33.2% | $3,737-47.7% | $2,670-26.7% |
| Participant deferral / active EE | $3,470 | $3,659-5.2% | $4,878-28.9% | $4,125-15.9% |
| Admin fee / account holder | $1,822 | $5,216-65.1% | $6,730-72.9% | $5,651-67.8% |