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 | $37,137 | $80,717-54.0% | $154,803-76.0% | $84,808-56.2% |
| Participation rate | 86.4% | 66.8%+19.6pp | 78.1%+8.3pp | 68.3%+18.1pp |
| Annual return | 21.98% | 37.96%-16.0pp | 58.88%-36.9pp | 40.90%-18.9pp |
| Employer contribution / active EE | $2,057 | $2,761-25.5% | $4,305-52.2% | $2,631-21.8% |
| Participant deferral / active EE | $2,716 | $3,303-17.8% | $5,540-51.0% | $4,212-35.5% |
| Admin fee / account holder | $645 | $6,746-90.4% | $14,329-95.5% | $7,344-91.2% |