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 | $38,385 | $76,407-49.8% | $150,298-74.5% | $82,448-53.4% |
| Participation rate | 83.0% | 66.4%+16.6pp | 77.8%+5.2pp | 68.1%+14.9pp |
| Annual return | 21.41% | 39.99%-18.6pp | 62.79%-41.4pp | 41.64%-20.2pp |
| Employer contribution / active EE | $3,383 | $2,614+29.4% | $4,154-18.6% | $2,551+32.6% |
| Participant deferral / active EE | $2,186 | $3,214-32.0% | $5,453-59.9% | $4,139-47.2% |
| Admin fee / account holder | $1,043 | $6,352-83.6% | $14,116-92.6% | $7,234-85.6% |