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 | $30,350 | $65,365-53.6% | $92,893-67.3% | $72,985-58.4% |
| Participation rate | 87.5% | 68.3%+19.2pp | 76.0%+11.5pp | 69.5%+18.0pp |
| Annual return | 17.91% | 42.10%-24.2pp | 109.41%-91.5pp | 81.00%-63.1pp |
| Employer contribution / active EE | $1,207 | $2,594-53.5% | $3,653-67.0% | $2,440-50.5% |
| Participant deferral / active EE | $1,795 | $3,128-42.6% | $4,236-57.6% | $3,607-50.2% |
| Admin fee / account holder | $2,149 | $4,251-49.4% | $5,794-62.9% | $5,124-58.1% |