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 | $30,337 | $93,571-67.6% | $135,903-77.7% | $75,163-59.6% |
| Participation rate | 82.2% | 75.2%+7.0pp | 81.9%+0.3pp | 67.2%+15.0pp |
| Annual return | 15.61% | 30.90%-15.3pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,286 | $3,537-63.6% | $4,856-73.5% | $2,670-51.8% |
| Participant deferral / active EE | $3,820 | $6,404-40.3% | $7,758-50.8% | $4,125-7.4% |
| Admin fee / account holder | $3,925 | $6,975-43.7% | $10,762-63.5% | $5,651-30.5% |