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 | $28,366 | $72,177-60.7% | $115,037-75.3% | $59,632-52.4% |
| Participation rate | 97.1% | 72.6%+24.6pp | 81.4%+15.8pp | 68.7%+28.5pp |
| Annual return | 2.67% | 12.02%-9.3pp | 26.14%-23.5pp | 2041.28%-2038.6pp |
| Employer contribution / active EE | $1,966 | $2,841-30.8% | $4,608-57.3% | $2,203-10.7% |
| Participant deferral / active EE | $4,451 | $4,783-6.9% | $6,026-26.1% | $3,192+39.5% |
| Admin fee / account holder | $3,701 | $4,927-24.9% | $8,175-54.7% | $4,297-13.9% |