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 | $25,331 | $81,233-68.8% | $155,567-83.7% | $80,874-68.7% |
| Participation rate | 94.1% | 66.2%+27.9pp | 78.2%+15.9pp | 67.6%+26.5pp |
| Annual return | 11.13% | 33.33%-22.2pp | 64.74%-53.6pp | 35.62%-24.5pp |
| Employer contribution / active EE | $1,013 | $3,101-67.3% | $4,674-78.3% | $2,756-63.2% |
| Participant deferral / active EE | $2,701 | $3,452-21.8% | $5,628-52.0% | $4,297-37.1% |
| Admin fee / account holder | $8,487 | $7,998+6.1% | $15,916-46.7% | $6,935+22.4% |