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 | $80,262 | $87,013-7.8% | $106,213-24.4% | $80,856-0.7% |
| Participation rate | 88.6% | 70.4%+18.2pp | 75.3%+13.4pp | 67.6%+21.0pp |
| Annual return | 17.67% | 17.05%+0.6pp | 116.14%-98.5pp | 35.59%-17.9pp |
| Employer contribution / active EE | $1,548 | $2,395-35.4% | $3,171-51.2% | $2,755-43.8% |
| Participant deferral / active EE | $2,964 | $3,986-25.6% | $5,016-40.9% | $4,296-31.0% |
| Admin fee / account holder | $804 | $8,431-90.5% | $11,033-92.7% | $6,918-88.4% |