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 | $29,814 | $58,512-49.0% | $84,015-64.5% | $72,985-59.2% |
| Participation rate | 98.6% | 61.2%+37.4pp | 69.0%+29.6pp | 69.5%+29.1pp |
| Annual return | 33.55% | 28.93%+4.6pp | 71.31%-37.8pp | 81.00%-47.5pp |
| Employer contribution / active EE | $1,117 | $1,163-3.9% | $1,983-43.7% | $2,440-54.2% |
| Participant deferral / active EE | $1,921 | $2,394-19.8% | $3,239-40.7% | $3,607-46.8% |
| Admin fee / account holder | $1,900 | $4,569-58.4% | $6,101-68.8% | $5,124-62.9% |