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 | $31,575 | $181,894-82.6% | $156,549-79.8% | $273,961-88.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.56% | 30.74%-22.2pp | 32.23%-23.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,544 | $6,248-59.3% | $5,501-53.8% | $4,869-47.7% |
| Participant deferral / active EE | $6,779 | $5,550+22.1% | $4,871+39.2% | $5,287+28.2% |
| Admin fee / account holder | $4,372 | $15,559-71.9% | $13,027-66.4% | $10,132-56.8% |