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 | $31,053 | $80,717-61.5% | $154,803-79.9% | $84,808-63.4% |
| Participation rate | 86.5% | 66.8%+19.7pp | 78.1%+8.4pp | 68.3%+18.2pp |
| Annual return | 13.29% | 37.96%-24.7pp | 58.88%-45.6pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,798 | $2,761-34.9% | $4,305-58.2% | $2,631-31.7% |
| Participant deferral / active EE | $3,516 | $3,303+6.4% | $5,540-36.5% | $4,212-16.5% |
| Admin fee / account holder | $2,765 | $6,746-59.0% | $14,329-80.7% | $7,344-62.3% |