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 | $43,528 | $93,571-53.5% | $135,903-68.0% | $75,163-42.1% |
| Participation rate | 84.9% | 75.2%+9.8pp | 81.9%+3.0pp | 67.2%+17.7pp |
| Annual return | 17.78% | 30.90%-13.1pp | 68.23%-50.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,324 | $3,537-34.3% | $4,856-52.1% | $2,670-12.9% |
| Participant deferral / active EE | $2,527 | $6,404-60.5% | $7,758-67.4% | $4,125-38.7% |
| Admin fee / account holder | $888 | $6,975-87.3% | $10,762-91.7% | $5,651-84.3% |