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 | $40,530 | $109,881-63.1% | $150,045-73.0% | $84,808-52.2% |
| Participation rate | 80.2% | 76.1%+4.2pp | 82.3%-2.1pp | 68.3%+11.9pp |
| Annual return | 15.37% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,197 | $3,561-66.4% | $4,693-74.5% | $2,631-54.5% |
| Participant deferral / active EE | $3,695 | $6,636-44.3% | $7,997-53.8% | $4,212-12.3% |
| Admin fee / account holder | $4,411 | $8,568-48.5% | $13,435-67.2% | $7,344-39.9% |