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 | $37,620 | $81,248-53.7% | $155,509-75.8% | $80,856-53.5% |
| Participation rate | 88.6% | 66.2%+22.4pp | 78.2%+10.5pp | 67.6%+21.0pp |
| Annual return | 13.19% | 33.31%-20.1pp | 64.67%-51.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,411 | $3,100-54.5% | $4,672-69.8% | $2,755-48.8% |
| Participant deferral / active EE | $3,057 | $3,452-11.4% | $5,626-45.7% | $4,296-28.8% |
| Admin fee / account holder | $4,449 | $7,997-44.4% | $15,912-72.0% | $6,918-35.7% |