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 | $25,862 | $80,717-68.0% | $154,803-83.3% | $84,808-69.5% |
| Participation rate | 84.2% | 66.8%+17.4pp | 78.1%+6.1pp | 68.3%+15.9pp |
| Annual return | 19.86% | 37.96%-18.1pp | 58.88%-39.0pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,448 | $2,761-11.3% | $4,305-43.1% | $2,631-6.9% |
| Participant deferral / active EE | $2,905 | $3,303-12.0% | $5,540-47.6% | $4,212-31.0% |
| Admin fee / account holder | $2,355 | $6,746-65.1% | $14,329-83.6% | $7,344-67.9% |