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 | $36,236 | $95,803-62.2% | $113,168-68.0% | $84,808-57.3% |
| Participation rate | 96.6% | 72.9%+23.7pp | 76.6%+20.0pp | 68.3%+28.2pp |
| Annual return | 17.04% | 25.00%-8.0pp | 24.27%-7.2pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,315 | $2,360-44.3% | $2,975-55.8% | $2,631-50.0% |
| Participant deferral / active EE | $6,498 | $4,242+53.2% | $5,107+27.2% | $4,212+54.3% |
| Admin fee / account holder | $478 | $8,989-94.7% | $12,068-96.0% | $7,344-93.5% |