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 | $31,966 | $58,851-45.7% | $115,157-72.2% | $72,985-56.2% |
| Participation rate | 88.0% | 65.5%+22.5pp | 75.9%+12.1pp | 69.5%+18.5pp |
| Annual return | 26.38% | 23.16%+3.2pp | 35.60%-9.2pp | 81.00%-54.6pp |
| Employer contribution / active EE | $1,028 | $1,798-42.8% | $3,179-67.7% | $2,440-57.9% |
| Participant deferral / active EE | $2,876 | $2,643+8.8% | $4,168-31.0% | $3,607-20.3% |
| Admin fee / account holder | $423 | $6,370-93.4% | $7,088-94.0% | $5,124-91.8% |