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 | $36,105 | $55,706-35.2% | $75,886-52.4% | $72,985-50.5% |
| Participation rate | 90.4% | 61.1%+29.3pp | 69.3%+21.1pp | 69.5%+20.9pp |
| Annual return | 22.28% | 27.59%-5.3pp | 30.76%-8.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,009 | $1,687-40.2% | $2,500-59.7% | $2,440-58.7% |
| Participant deferral / active EE | $2,074 | $2,634-21.3% | $3,603-42.4% | $3,607-42.5% |
| Admin fee / account holder | $660 | $3,978-83.4% | $5,418-87.8% | $5,124-87.1% |