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 | $33,413 | $65,365-48.9% | $92,893-64.0% | $72,985-54.2% |
| Participation rate | 96.4% | 68.3%+28.1pp | 76.0%+20.4pp | 69.5%+26.9pp |
| Annual return | 22.26% | 42.10%-19.8pp | 109.41%-87.2pp | 81.00%-58.7pp |
| Employer contribution / active EE | $2,410 | $2,594-7.1% | $3,653-34.0% | $2,440-1.2% |
| Participant deferral / active EE | $3,593 | $3,128+14.9% | $4,236-15.2% | $3,607-0.4% |
| Admin fee / account holder | $1,408 | $4,251-66.9% | $5,794-75.7% | $5,124-72.5% |