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 | $33,998 | $181,894-81.3% | $156,549-78.3% | $273,961-87.6% |
| Participation rate | 84.6% | 88.4%-3.8pp | 84.0%+0.6pp | 83.0%+1.6pp |
| Annual return | 14.53% | 30.74%-16.2pp | 32.23%-17.7pp | 41.45%-26.9pp |
| Employer contribution / active EE | $4,152 | $6,248-33.5% | $5,501-24.5% | $4,869-14.7% |
| Participant deferral / active EE | $6,306 | $5,550+13.6% | $4,871+29.5% | $5,287+19.3% |
| Admin fee / account holder | $566 | $15,559-96.4% | $13,027-95.7% | $10,132-94.4% |