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 | $36,967 | $80,717-54.2% | $154,803-76.1% | $84,808-56.4% |
| Participation rate | 96.0% | 66.8%+29.2pp | 78.1%+17.9pp | 68.3%+27.7pp |
| Annual return | 20.94% | 37.96%-17.0pp | 58.88%-37.9pp | 40.90%-20.0pp |
| Employer contribution / active EE | $2,308 | $2,761-16.4% | $4,305-46.4% | $2,631-12.3% |
| Participant deferral / active EE | $4,213 | $3,303+27.6% | $5,540-24.0% | $4,2120% |
| Admin fee / account holder | $854 | $6,746-87.3% | $14,329-94.0% | $7,344-88.4% |