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 | $35,067 | $80,717-56.6% | $154,803-77.3% | $84,808-58.7% |
| Participation rate | 91.1% | 66.8%+24.3pp | 78.1%+13.0pp | 68.3%+22.8pp |
| Annual return | 16.03% | 37.96%-21.9pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $4,464 | $2,761+61.7% | $4,305+3.7% | $2,631+69.7% |
| Participant deferral / active EE | $2,383 | $3,303-27.9% | $5,540-57.0% | $4,212-43.4% |
| Admin fee / account holder | $785 | $6,746-88.4% | $14,329-94.5% | $7,344-89.3% |