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 | $40,613 | $72,277-43.8% | $101,248-59.9% | $79,858-49.1% |
| Participation rate | 93.9% | 68.5%+25.4pp | 75.8%+18.1pp | 69.6%+24.2pp |
| Annual return | 14.06% | 22.30%-8.2pp | 46.47%-32.4pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,170 | $2,692-56.5% | $3,660-68.0% | $2,471-52.7% |
| Participant deferral / active EE | $2,312 | $3,282-29.6% | $4,370-47.1% | $3,740-38.2% |
| Admin fee / account holder | $625 | $4,400-85.8% | $5,945-89.5% | $5,306-88.2% |