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 | $38,067 | $80,717-52.8% | $154,803-75.4% | $84,808-55.1% |
| Participation rate | 79.3% | 66.8%+12.5pp | 78.1%+1.2pp | 68.3%+11.0pp |
| Annual return | 19.99% | 37.96%-18.0pp | 58.88%-38.9pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,537 | $2,761-44.3% | $4,305-64.3% | $2,631-41.6% |
| Participant deferral / active EE | $4,414 | $3,303+33.6% | $5,540-20.3% | $4,212+4.8% |
| Admin fee / account holder | $5,012 | $6,746-25.7% | $14,329-65.0% | $7,344-31.8% |