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 | $34,841 | $96,557-63.9% | $80,975-57.0% | $273,961-87.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.34% | 15.14%-7.8pp | 17.10%-9.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,943 | $4,868-39.5% | $3,714-20.8% | $4,869-39.6% |
| Participant deferral / active EE | $5,388 | $6,598-18.3% | $5,696-5.4% | $5,287+1.9% |
| Admin fee / account holder | $710 | $7,492-90.5% | $5,516-87.1% | $10,132-93.0% |