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 | $25,499 | $72,012-64.6% | $185,823-86.3% | $79,858-68.1% |
| Participation rate | 96.8% | 65.8%+31.0pp | 78.0%+18.7pp | 69.6%+27.1pp |
| Annual return | 17.46% | 23.12%-5.7pp | 35.95%-18.5pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,285 | $1,965-34.6% | $4,087-68.6% | $2,471-48.0% |
| Participant deferral / active EE | $2,060 | $3,779-45.5% | $5,632-63.4% | $3,740-44.9% |
| Admin fee / account holder | $399 | $4,513-91.2% | $9,500-95.8% | $5,306-92.5% |