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 | $34,764 | $86,929-60.0% | $102,423-66.1% | $80,856-57.0% |
| Participation rate | 81.5% | 72.4%+9.1pp | 76.5%+5.0pp | 67.6%+13.9pp |
| Annual return | 12.26% | 18.88%-6.6pp | 29.32%-17.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,108 | $2,369-53.2% | $3,023-63.4% | $2,755-59.8% |
| Participant deferral / active EE | $2,360 | $4,118-42.7% | $5,053-53.3% | $4,296-45.1% |
| Admin fee / account holder | $3,361 | $8,049-58.2% | $9,451-64.4% | $6,918-51.4% |