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 | $35,992 | $87,013-58.6% | $106,213-66.1% | $80,856-55.5% |
| Participation rate | 95.9% | 70.4%+25.5pp | 75.3%+20.6pp | 67.6%+28.3pp |
| Annual return | 11.08% | 17.05%-6.0pp | 116.14%-105.1pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,396 | $2,3950% | $3,171-24.5% | $2,755-13.0% |
| Participant deferral / active EE | $4,597 | $3,986+15.3% | $5,016-8.3% | $4,296+7.0% |
| Admin fee / account holder | $2,617 | $8,431-69.0% | $11,033-76.3% | $6,918-62.2% |