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 | $12,345 | $54,762-77.5% | $90,281-86.3% | $72,985-83.1% |
| Participation rate | 94.9% | 65.1%+29.7pp | 73.3%+21.6pp | 69.5%+25.4pp |
| Annual return | 21.13% | 30.63%-9.5pp | 78.10%-57.0pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,506 | $2,092-28.0% | $2,854-47.2% | $2,440-38.3% |
| Participant deferral / active EE | $1,963 | $2,887-32.0% | $3,885-49.5% | $3,607-45.6% |
| Admin fee / account holder | $628 | $3,972-84.2% | $5,351-88.3% | $5,124-87.8% |