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 | $37,402 | $72,277-48.3% | $101,248-63.1% | $79,858-53.2% |
| Participation rate | 91.7% | 68.5%+23.2pp | 75.8%+15.9pp | 69.6%+22.0pp |
| Annual return | 18.22% | 22.30%-4.1pp | 46.47%-28.3pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,327 | $2,692-50.7% | $3,660-63.7% | $2,471-46.3% |
| Participant deferral / active EE | $2,000 | $3,282-39.0% | $4,370-54.2% | $3,740-46.5% |
| Admin fee / account holder | $659 | $4,400-85.0% | $5,945-88.9% | $5,306-87.6% |