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 | $22,016 | $84,233-73.9% | $170,442-87.1% | $70,131-68.6% |
| Participation rate | 79.7% | 70.8%+8.8pp | 83.6%-3.9pp | 69.5%+10.1pp |
| Annual return | 19.07% | 23.06%-4.0pp | 205.93%-186.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,677 | $3,387-50.5% | $5,433-69.1% | $2,342-28.4% |
| Participant deferral / active EE | $2,670 | $3,086-13.5% | $4,939-45.9% | $3,332-19.9% |
| Admin fee / account holder | $1,836 | $5,698-67.8% | $13,880-86.8% | $4,645-60.5% |