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 | $41,260 | $109,881-62.5% | $150,045-72.5% | $84,808-51.3% |
| Participation rate | 86.4% | 76.1%+10.3pp | 82.3%+4.1pp | 68.3%+18.1pp |
| Annual return | 18.01% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,042 | $3,561-42.7% | $4,693-56.5% | $2,631-22.4% |
| Participant deferral / active EE | $4,928 | $6,636-25.7% | $7,997-38.4% | $4,212+17.0% |
| Admin fee / account holder | $1,185 | $8,568-86.2% | $13,435-91.2% | $7,344-83.9% |