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 | $39,040 | $107,452-63.7% | $91,541-57.4% | $142,382-72.6% |
| Participation rate | 88.2% | 75.1%+13.2pp | 69.8%+18.5pp | 80.1%+8.1pp |
| Annual return | 15.01% | 22.06%-7.0pp | 20.50%-5.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,136 | $2,994-28.7% | $2,505-14.7% | $4,299-50.3% |
| Participant deferral / active EE | $2,265 | $4,754-52.4% | $4,008-43.5% | $6,507-65.2% |
| Admin fee / account holder | $1,700 | $8,834-80.8% | $6,956-75.6% | $12,624-86.5% |