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 | $38,074 | $81,248-53.1% | $155,509-75.5% | $80,856-52.9% |
| Participation rate | 78.6% | 66.2%+12.3pp | 78.2%+0.4pp | 67.6%+10.9pp |
| Annual return | 17.52% | 33.31%-15.8pp | 64.67%-47.1pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,564 | $3,100-17.3% | $4,672-45.1% | $2,755-6.9% |
| Participant deferral / active EE | $4,529 | $3,452+31.2% | $5,626-19.5% | $4,296+5.4% |
| Admin fee / account holder | $1,232 | $7,997-84.6% | $15,912-92.3% | $6,918-82.2% |