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 | $33,672 | $83,477-59.7% | $125,175-73.1% | $72,985-53.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 22.81% | 25.78%-3.0pp | 43.79%-21.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,099 | $2,345-53.1% | $3,865-71.6% | $2,440-55.0% |
| Participant deferral / active EE | $2,485 | $3,585-30.7% | $4,937-49.7% | $3,607-31.1% |
| Admin fee / account holder | $2,298 | $5,517-58.4% | $9,702-76.3% | $5,124-55.2% |