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 | $34,118 | $86,929-60.8% | $102,423-66.7% | $80,856-57.8% |
| Participation rate | 92.1% | 72.4%+19.7pp | 76.5%+15.6pp | 67.6%+24.5pp |
| Annual return | 11.31% | 18.88%-7.6pp | 29.32%-18.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,540 | $2,369+49.4% | $3,023+17.1% | $2,755+28.5% |
| Participant deferral / active EE | $3,219 | $4,118-21.8% | $5,053-36.3% | $4,296-25.1% |
| Admin fee / account holder | $1,570 | $8,049-80.5% | $9,451-83.4% | $6,918-77.3% |