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 | $34,082 | $76,552-55.5% | $123,892-72.5% | $62,891-45.8% |
| Participation rate | 94.6% | 73.0%+21.7pp | 81.4%+13.2pp | 69.3%+25.3pp |
| Annual return | 12.59% | 18.68%-6.1pp | 47.52%-34.9pp | 20.14%-7.5pp |
| Employer contribution / active EE | $2,559 | $2,883-11.2% | $4,617-44.6% | $2,281+12.2% |
| Participant deferral / active EE | $5,398 | $4,840+11.5% | $5,984-9.8% | $3,203+68.5% |
| Admin fee / account holder | $974 | $4,826-79.8% | $8,357-88.4% | $4,296-77.3% |