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 | $40,326 | $93,571-56.9% | $135,903-70.3% | $75,163-46.3% |
| Participation rate | 80.5% | 75.2%+5.3pp | 81.9%-1.4pp | 67.2%+13.3pp |
| Annual return | 34.16% | 30.90%+3.3pp | 68.23%-34.1pp | 160.62%-126.5pp |
| Employer contribution / active EE | $1,093 | $3,537-69.1% | $4,856-77.5% | $2,670-59.1% |
| Participant deferral / active EE | $3,217 | $6,404-49.8% | $7,758-58.5% | $4,125-22.0% |
| Admin fee / account holder | $1,582 | $6,975-77.3% | $10,762-85.3% | $5,651-72.0% |