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 | $23,438 | $49,915-53.0% | $154,803-84.9% | $74,304-68.5% |
| Participation rate | 98.1% | 54.0%+44.1pp | 78.1%+20.0pp | 60.3%+37.7pp |
| Annual return | 20.74% | 34.06%-13.3pp | 58.88%-38.1pp | 29.43%-8.7pp |
| Employer contribution / active EE | $1,304 | $1,611-19.1% | $4,305-69.7% | $2,241-41.8% |
| Participant deferral / active EE | $2,335 | $2,255+3.6% | $5,540-57.8% | $3,767-38.0% |
| Admin fee / account holder | $1,105 | $2,189-49.5% | $14,329-92.3% | $2,969-62.8% |