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 | $31,475 | $46,553-32.4% | $64,056-50.9% | $75,163-58.1% |
| Participation rate | 74.1% | 65.9%+8.2pp | 72.3%+1.8pp | 67.2%+6.9pp |
| Annual return | 17.98% | 26.03%-8.0pp | 33.69%-15.7pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,262 | $1,974-36.1% | $2,747-54.1% | $2,670-52.7% |
| Participant deferral / active EE | $1,759 | $2,837-38.0% | $3,880-54.7% | $4,125-57.4% |
| Admin fee / account holder | $2,471 | $2,952-16.3% | $3,068-19.5% | $5,651-56.3% |