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 | $37,831 | $101,724-62.8% | $164,813-77.0% | $80,856-53.2% |
| Participation rate | 92.7% | 71.8%+20.9pp | 78.6%+14.1pp | 67.6%+25.1pp |
| Annual return | 16.19% | 16.72%-0.5pp | 69.93%-53.7pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,553 | $2,953-47.4% | $4,341-64.2% | $2,755-43.6% |
| Participant deferral / active EE | $5,002 | $4,477+11.7% | $6,031-17.1% | $4,296+16.4% |
| Admin fee / account holder | $2,519 | $8,227-69.4% | $12,690-80.2% | $6,918-63.6% |