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 | $34,850 | $65,365-46.7% | $92,893-62.5% | $72,985-52.3% |
| Participation rate | 92.6% | 68.3%+24.3pp | 76.0%+16.6pp | 69.5%+23.2pp |
| Annual return | 17.46% | 42.10%-24.6pp | 109.41%-92.0pp | 81.00%-63.5pp |
| Employer contribution / active EE | $1,796 | $2,594-30.8% | $3,653-50.8% | $2,440-26.4% |
| Participant deferral / active EE | $1,972 | $3,128-37.0% | $4,236-53.5% | $3,607-45.3% |
| Admin fee / account holder | $1,073 | $4,251-74.8% | $5,794-81.5% | $5,124-79.1% |