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 | $31,883 | $104,251-69.4% | $91,001-65.0% | $147,584-78.4% |
| Participation rate | 94.4% | 78.2%+16.2pp | 75.6%+18.8pp | 82.8%+11.6pp |
| Annual return | 9.54% | 27.06%-17.5pp | 4.60%+4.9pp | 578.55%-569.0pp |
| Employer contribution / active EE | $6,609 | $3,116+112.1% | $2,456+169.1% | $4,876+35.5% |
| Participant deferral / active EE | $1,420 | $4,195-66.2% | $3,547-60.0% | $5,439-73.9% |
| Admin fee / account holder | $6,824 | $8,948-23.7% | $5,417+26.0% | $10,885-37.3% |