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 | $35,285 | $93,571-62.3% | $135,903-74.0% | $75,163-53.1% |
| Participation rate | 77.1% | 75.2%+2.0pp | 81.9%-4.8pp | 67.2%+10.0pp |
| Annual return | 19.19% | 30.90%-11.7pp | 68.23%-49.0pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,443 | $3,537-30.9% | $4,856-49.7% | $2,670-8.5% |
| Participant deferral / active EE | $6,106 | $6,404-4.7% | $7,758-21.3% | $4,125+48.0% |
| Admin fee / account holder | $1,145 | $6,975-83.6% | $10,762-89.4% | $5,651-79.7% |