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 | $36,565 | $79,944-54.3% | $98,439-62.9% | $75,163-51.4% |
| Participation rate | 87.1% | 70.4%+16.7pp | 75.2%+11.9pp | 67.2%+19.9pp |
| Annual return | 17.45% | 19.75%-2.3pp | 21.16%-3.7pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,302 | $2,264-42.5% | $3,048-57.3% | $2,670-51.2% |
| Participant deferral / active EE | $4,193 | $3,752+11.8% | $4,738-11.5% | $4,125+1.7% |
| Admin fee / account holder | $1,281 | $6,840-81.3% | $8,948-85.7% | $5,651-77.3% |