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 | $36,135 | $91,552-60.5% | $133,956-73.0% | $79,858-54.8% |
| Participation rate | 96.3% | 73.3%+22.9pp | 79.8%+16.4pp | 69.6%+26.6pp |
| Annual return | 16.22% | 61.85%-45.6pp | 45.09%-28.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,880 | $2,384+20.8% | $3,919-26.5% | $2,471+16.6% |
| Participant deferral / active EE | $2,066 | $3,733-44.7% | $5,048-59.1% | $3,740-44.8% |
| Admin fee / account holder | $1,665 | $6,321-73.7% | $8,927-81.3% | $5,306-68.6% |