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 | $33,969 | $80,717-57.9% | $154,803-78.1% | $84,808-59.9% |
| Participation rate | 75.9% | 66.8%+9.1pp | 78.1%-2.1pp | 68.3%+7.6pp |
| Annual return | 17.55% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,388 | $2,761-49.7% | $4,305-67.8% | $2,631-47.2% |
| Participant deferral / active EE | $1,938 | $3,303-41.3% | $5,540-65.0% | $4,212-54.0% |
| Admin fee / account holder | $1,746 | $6,746-74.1% | $14,329-87.8% | $7,344-76.2% |