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 | $34,882 | $98,240-64.5% | $82,313-57.6% | $147,584-76.4% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 14.41% | 30.85%-16.4pp | 25.88%-11.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $2,964 | $3,192-7.1% | $2,428+22.0% | $4,876-39.2% |
| Participant deferral / active EE | $4,437 | $4,383+1.2% | $3,706+19.7% | $5,439-18.4% |
| Admin fee / account holder | $1,271 | $8,563-85.2% | $5,608-77.3% | $10,885-88.3% |