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 | $30,531 | $68,547-55.5% | $120,354-74.6% | $80,856-62.2% |
| Participation rate | 76.5% | 61.6%+14.9pp | 71.9%+4.6pp | 67.6%+8.8pp |
| Annual return | 11.20% | 23.60%-12.4pp | 107.15%-95.9pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,846 | $2,051-10.0% | $3,463-46.7% | $2,755-33.0% |
| Participant deferral / active EE | $2,617 | $3,173-17.5% | $4,991-47.6% | $4,296-39.1% |
| Admin fee / account holder | $2,578 | $5,732-55.0% | $9,423-72.6% | $6,918-62.7% |