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 | $41,232 | $153,772-73.2% | $133,980-69.2% | $273,961-84.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.80% | 36.51%-25.7pp | 29.30%-18.5pp | 41.45%-30.7pp |
| Employer contribution / active EE | $5,126 | $6,029-15.0% | $5,211-1.6% | $4,869+5.3% |
| Participant deferral / active EE | $11,611 | $6,958+66.9% | $6,282+84.8% | $5,287+119.6% |
| Admin fee / account holder | $7,730 | $11,765-34.3% | $9,324-17.1% | $10,132-23.7% |