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 | $29,848 | $110,261-72.9% | $95,745-68.8% | $139,434-78.6% |
| Participation rate | 93.3% | 75.8%+17.6pp | 72.3%+21.1pp | 80.3%+13.0pp |
| Annual return | 17.98% | 27.11%-9.1pp | 28.35%-10.4pp | 372.94%-355.0pp |
| Employer contribution / active EE | $887 | $3,257-72.8% | $2,835-68.7% | $4,751-81.3% |
| Participant deferral / active EE | $1,152 | $4,676-75.4% | $4,245-72.9% | $6,710-82.8% |
| Admin fee / account holder | $3,339 | $6,613-49.5% | $5,678-41.2% | $11,403-70.7% |