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 | $32,293 | $80,717-60.0% | $154,803-79.1% | $84,808-61.9% |
| Participation rate | 98.0% | 66.8%+31.2pp | 78.1%+19.9pp | 68.3%+29.7pp |
| Annual return | 19.71% | 37.96%-18.2pp | 58.88%-39.2pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,040 | $2,761-62.4% | $4,305-75.9% | $2,631-60.5% |
| Participant deferral / active EE | $2,540 | $3,303-23.1% | $5,540-54.2% | $4,212-39.7% |
| Admin fee / account holder | $1,999 | $6,746-70.4% | $14,329-86.1% | $7,344-72.8% |