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 | $34,085 | $124,281-72.6% | $109,143-68.8% | $167,490-79.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 10.98% | 26.04%-15.1pp | 25.75%-14.8pp | 478.56%-467.6pp |
| Employer contribution / active EE | $1,573 | $4,207-62.6% | $3,722-57.7% | $4,837-67.5% |
| Participant deferral / active EE | $5,739 | $5,255+9.2% | $4,653+23.3% | $6,341-9.5% |
| Admin fee / account holder | $1,887 | $7,970-76.3% | $6,752-72.1% | $12,309-84.7% |