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 | $35,377 | $77,899-54.6% | $149,673-76.4% | $75,163-52.9% |
| Participation rate | 87.2% | 65.6%+21.6pp | 78.8%+8.4pp | 67.2%+20.0pp |
| Annual return | 18.94% | 31.72%-12.8pp | 134.42%-115.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,457 | $3,137-53.6% | $4,818-69.8% | $2,670-45.4% |
| Participant deferral / active EE | $2,999 | $3,411-12.1% | $5,680-47.2% | $4,125-27.3% |
| Admin fee / account holder | $2,827 | $5,956-52.5% | $13,210-78.6% | $5,651-50.0% |