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 | $29,513 | $78,705-62.5% | $117,854-75.0% | $70,131-57.9% |
| Participation rate | 87.9% | 73.2%+14.7pp | 79.7%+8.2pp | 69.5%+18.3pp |
| Annual return | 18.68% | 23.30%-4.6pp | 335.08%-316.4pp | 73.14%-54.5pp |
| Employer contribution / active EE | $2,057 | $2,223-7.5% | $3,786-45.7% | $2,342-12.2% |
| Participant deferral / active EE | $2,647 | $3,297-19.7% | $4,482-40.9% | $3,332-20.6% |
| Admin fee / account holder | $545 | $5,065-89.2% | $8,020-93.2% | $4,645-88.3% |