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 | $35,794 | $73,933-51.6% | $96,683-63.0% | $75,163-52.4% |
| Participation rate | 82.5% | 66.4%+16.1pp | 74.3%+8.2pp | 67.2%+15.3pp |
| Annual return | 17.39% | 26.70%-9.3pp | 35.69%-18.3pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,933 | $2,928-34.0% | $3,737-48.3% | $2,670-27.6% |
| Participant deferral / active EE | $2,993 | $3,659-18.2% | $4,878-38.6% | $4,125-27.4% |
| Admin fee / account holder | $2,482 | $5,216-52.4% | $6,730-63.1% | $5,651-56.1% |