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 | $36,612 | $58,828-37.8% | $77,999-53.1% | $62,891-41.8% |
| Participation rate | 78.1% | 71.1%+7.1pp | 75.5%+2.6pp | 69.3%+8.8pp |
| Annual return | 5.65% | 17.16%-11.5pp | 425.96%-420.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,057 | $1,672-36.8% | $2,470-57.2% | $2,281-53.7% |
| Participant deferral / active EE | $2,255 | $2,686-16.0% | $3,497-35.5% | $3,203-29.6% |
| Admin fee / account holder | $1,419 | $4,393-67.7% | $5,480-74.1% | $4,296-67.0% |