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 | $35,398 | $181,894-80.5% | $156,549-77.4% | $273,961-87.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.32% | 30.74%-17.4pp | 32.23%-18.9pp | 41.45%-28.1pp |
| Employer contribution / active EE | $1,367 | $6,248-78.1% | $5,501-75.1% | $4,869-71.9% |
| Participant deferral / active EE | $4,989 | $5,550-10.1% | $4,871+2.4% | $5,287-5.6% |
| Admin fee / account holder | $467 | $15,559-97.0% | $13,027-96.4% | $10,132-95.4% |