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 | $35,671 | $161,352-77.9% | $134,172-73.4% | $137,256-74.0% |
| Participation rate | 84.6% | 78.3%+6.3pp | 72.5%+12.1pp | 80.0%+4.7pp |
| Annual return | 13.88% | 28.72%-14.8pp | 25.30%-11.4pp | 220.34%-206.5pp |
| Employer contribution / active EE | $873 | $4,099-78.7% | $3,420-74.5% | $4,156-79.0% |
| Participant deferral / active EE | $2,611 | $5,552-53.0% | $4,690-44.3% | $6,407-59.2% |
| Admin fee / account holder | $1,792 | $15,028-88.1% | $12,016-85.1% | $12,270-85.4% |