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 | $41,729 | $72,277-42.3% | $101,248-58.8% | $79,858-47.7% |
| Participation rate | 92.8% | 68.5%+24.3pp | 75.8%+16.9pp | 69.6%+23.1pp |
| Annual return | 15.62% | 22.30%-6.7pp | 46.47%-30.8pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,859 | $2,692-30.9% | $3,660-49.2% | $2,471-24.8% |
| Participant deferral / active EE | $4,253 | $3,282+29.6% | $4,370-2.7% | $3,740+13.7% |
| Admin fee / account holder | $1,557 | $4,400-64.6% | $5,945-73.8% | $5,306-70.6% |