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 | $31,646 | $86,891-63.6% | $142,449-77.8% | $75,163-57.9% |
| Participation rate | 96.9% | 68.5%+28.3pp | 76.8%+20.1pp | 67.2%+29.7pp |
| Annual return | 17.29% | 23.31%-6.0pp | 19.99%-2.7pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,152 | $3,355-6.1% | $4,847-35.0% | $2,670+18.1% |
| Participant deferral / active EE | $7,228 | $4,938+46.4% | $6,283+15.0% | $4,125+75.2% |
| Admin fee / account holder | $329 | $7,299-95.5% | $10,011-96.7% | $5,651-94.2% |