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 | $39,044 | $84,233-53.6% | $170,442-77.1% | $70,131-44.3% |
| Participation rate | 79.5% | 70.8%+8.7pp | 83.6%-4.1pp | 69.5%+9.9pp |
| Annual return | 21.43% | 23.06%-1.6pp | 205.93%-184.5pp | 73.14%-51.7pp |
| Employer contribution / active EE | $1,561 | $3,387-53.9% | $5,433-71.3% | $2,342-33.3% |
| Participant deferral / active EE | $2,479 | $3,086-19.7% | $4,939-49.8% | $3,332-25.6% |
| Admin fee / account holder | $2,101 | $5,698-63.1% | $13,880-84.9% | $4,645-54.8% |