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 | $76,407-59.4% | $150,298-79.3% | $82,448-62.3% |
| Participation rate | 86.5% | 66.4%+20.1pp | 77.8%+8.7pp | 68.1%+18.4pp |
| Annual return | 13.29% | 39.99%-26.7pp | 62.79%-49.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,798 | $2,614-31.2% | $4,154-56.7% | $2,551-29.5% |
| Participant deferral / active EE | $3,516 | $3,214+9.4% | $5,453-35.5% | $4,139-15.1% |
| Admin fee / account holder | $2,765 | $6,352-56.5% | $14,116-80.4% | $7,234-61.8% |