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 | $36,600 | $80,968-54.8% | $96,544-62.1% | $75,163-51.3% |
| Participation rate | 83.3% | 71.8%+11.6pp | 76.0%+7.4pp | 67.2%+16.1pp |
| Annual return | 19.33% | 27.06%-7.7pp | 25.84%-6.5pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,762 | $2,282-22.8% | $2,965-40.6% | $2,670-34.0% |
| Participant deferral / active EE | $5,633 | $3,928+43.4% | $4,851+16.1% | $4,125+36.6% |
| Admin fee / account holder | $1,928 | $6,724-71.3% | $8,252-76.6% | $5,651-65.9% |