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 | $36,310 | $85,766-57.7% | $136,294-73.4% | $70,131-48.2% |
| Participation rate | 82.8% | 74.2%+8.6pp | 81.9%+0.8pp | 69.5%+13.2pp |
| Annual return | 14.57% | 31.45%-16.9pp | 5155.94%-5141.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,644 | $2,966-44.6% | $4,695-65.0% | $2,342-29.8% |
| Participant deferral / active EE | $3,013 | $5,051-40.4% | $6,247-51.8% | $3,332-9.6% |
| Admin fee / account holder | $921 | $5,420-83.0% | $9,243-90.0% | $4,645-80.2% |