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 | $33,637 | $81,248-58.6% | $155,509-78.4% | $80,856-58.4% |
| Participation rate | 89.3% | 66.2%+23.1pp | 78.2%+11.1pp | 67.6%+21.6pp |
| Annual return | 16.96% | 33.31%-16.4pp | 64.67%-47.7pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,424 | $3,100-54.1% | $4,672-69.5% | $2,755-48.3% |
| Participant deferral / active EE | $3,109 | $3,452-9.9% | $5,626-44.7% | $4,296-27.6% |
| Admin fee / account holder | $826 | $7,997-89.7% | $15,912-94.8% | $6,918-88.1% |