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 | $31,350 | $74,927-58.2% | $101,794-69.2% | $84,808-63.0% |
| Participation rate | 80.7% | 61.4%+19.3pp | 69.2%+11.5pp | 68.3%+12.4pp |
| Annual return | 32.66% | 18.70%+14.0pp | 30.53%+2.1pp | 40.90%-8.2pp |
| Employer contribution / active EE | $734 | $1,522-51.8% | $2,289-67.9% | $2,631-72.1% |
| Participant deferral / active EE | $4,385 | $3,099+41.5% | $4,084+7.4% | $4,212+4.1% |
| Admin fee / account holder | $4,550 | $6,514-30.1% | $8,777-48.2% | $7,344-38.0% |