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 | $39,022 | $153,772-74.6% | $133,980-70.9% | $273,961-85.8% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.1%-9.3pp | 83.0%-5.2pp |
| Annual return | 24.09% | 36.51%-12.4pp | 29.30%-5.2pp | 41.45%-17.4pp |
| Employer contribution / active EE | $4,528 | $6,029-24.9% | $5,211-13.1% | $4,869-7.0% |
| Participant deferral / active EE | $9,746 | $6,958+40.1% | $6,282+55.1% | $5,287+84.3% |
| Admin fee / account holder | $1,165 | $11,765-90.1% | $9,324-87.5% | $10,132-88.5% |