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 | $37,675 | $181,894-79.3% | $156,549-75.9% | $273,961-86.2% |
| Participation rate | 95.7% | 88.4%+7.3pp | 84.0%+11.6pp | 83.0%+12.6pp |
| Annual return | 4.28% | 30.74%-26.5pp | 32.23%-27.9pp | 41.45%-37.2pp |
| Employer contribution / active EE | $1,555 | $6,248-75.1% | $5,501-71.7% | $4,869-68.1% |
| Participant deferral / active EE | $3,949 | $5,550-28.8% | $4,871-18.9% | $5,287-25.3% |
| Admin fee / account holder | $28,318 | $15,559+82.0% | $13,027+117.4% | $10,132+179.5% |