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 | $49,619 | $81,248-38.9% | $155,509-68.1% | $80,856-38.6% |
| Participation rate | 88.2% | 66.2%+22.0pp | 78.2%+10.0pp | 67.6%+20.6pp |
| Annual return | 19.76% | 33.31%-13.5pp | 64.67%-44.9pp | 35.59%-15.8pp |
| Employer contribution / active EE | $1,762 | $3,100-43.2% | $4,672-62.3% | $2,755-36.1% |
| Participant deferral / active EE | $3,154 | $3,452-8.6% | $5,626-43.9% | $4,296-26.6% |
| Admin fee / account holder | $1,292 | $7,997-83.8% | $15,912-91.9% | $6,918-81.3% |