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 | $30,795 | $76,552-59.8% | $123,892-75.1% | $62,891-51.0% |
| Participation rate | 94.0% | 73.0%+21.0pp | 81.4%+12.6pp | 69.3%+24.7pp |
| Annual return | 7.54% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,218 | $2,883-23.0% | $4,617-52.0% | $2,281-2.7% |
| Participant deferral / active EE | $4,282 | $4,840-11.5% | $5,984-28.4% | $3,203+33.7% |
| Admin fee / account holder | $2,389 | $4,826-50.5% | $8,357-71.4% | $4,296-44.4% |