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 | $34,133 | $83,477-59.1% | $125,175-72.7% | $72,985-53.2% |
| Participation rate | 85.0% | 73.3%+11.7pp | 79.8%+5.2pp | 69.5%+15.5pp |
| Annual return | 19.37% | 25.78%-6.4pp | 43.79%-24.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,011 | $2,345-56.9% | $3,865-73.8% | $2,440-58.6% |
| Participant deferral / active EE | $1,640 | $3,585-54.3% | $4,937-66.8% | $3,607-54.5% |
| Admin fee / account holder | $3,811 | $5,517-30.9% | $9,702-60.7% | $5,124-25.6% |