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 | $33,911 | $93,071-63.6% | $74,583-54.5% | $273,961-87.6% |
| Participation rate | 77.8% | 74.9%+2.8pp | 68.1%+9.7pp | 83.0%-5.2pp |
| Annual return | 26.35% | 26.18%+0.2pp | 20.47%+5.9pp | 41.45%-15.1pp |
| Employer contribution / active EE | $6,445 | $3,160+104.0% | $2,525+155.2% | $4,869+32.4% |
| Participant deferral / active EE | $12,978 | $4,160+212.0% | $3,458+275.3% | $5,287+145.5% |
| Admin fee / account holder | $5,652 | $5,272+7.2% | $4,138+36.6% | $10,132-44.2% |