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 | $36,965 | $127,100-70.9% | $105,738-65.0% | $135,375-72.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 76.3%+3.7pp | 82.6%-2.6pp |
| Annual return | 5.46% | 4.49%+1.0pp | 6.27%-0.8pp | 519.73%-514.3pp |
| Employer contribution / active EE | $2,307 | $4,107-43.8% | $3,268-29.4% | $4,779-51.7% |
| Participant deferral / active EE | $1,340 | $5,064-73.5% | $4,080-67.2% | $5,609-76.1% |
| Admin fee / account holder | $337 | $9,087-96.3% | $6,913-95.1% | $10,827-96.9% |