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 | $36,442 | $153,772-76.3% | $133,980-72.8% | $273,961-86.7% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 16.12% | 36.51%-20.4pp | 29.30%-13.2pp | 41.45%-25.3pp |
| Employer contribution / active EE | $3,435 | $6,029-43.0% | $5,211-34.1% | $4,869-29.5% |
| Participant deferral / active EE | $10,130 | $6,958+45.6% | $6,282+61.3% | $5,287+91.6% |
| Admin fee / account holder | $2,100 | $11,765-82.1% | $9,324-77.5% | $10,132-79.3% |