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 | $24,634 | $48,076-48.8% | $78,689-68.7% | $62,891-60.8% |
| Participation rate | 96.6% | 65.2%+31.4pp | 73.6%+23.0pp | 69.3%+27.3pp |
| Annual return | 9.74% | 31.35%-21.6pp | 62.18%-52.4pp | 20.14%-10.4pp |
| Employer contribution / active EE | $938 | $2,015-53.5% | $2,851-67.1% | $2,281-58.9% |
| Participant deferral / active EE | $1,747 | $2,588-32.5% | $3,517-50.3% | $3,203-45.4% |
| Admin fee / account holder | $2,331 | $3,207-27.3% | $4,510-48.3% | $4,296-45.7% |