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 | $34,851 | $76,552-54.5% | $123,892-71.9% | $62,891-44.6% |
| Participation rate | 90.0% | 73.0%+17.0pp | 81.4%+8.6pp | 69.3%+20.7pp |
| Annual return | 14.05% | 18.68%-4.6pp | 47.52%-33.5pp | 20.14%-6.1pp |
| Employer contribution / active EE | $4,788 | $2,883+66.1% | $4,617+3.7% | $2,281+109.9% |
| Participant deferral / active EE | $8,973 | $4,840+85.4% | $5,984+50.0% | $3,203+180.2% |
| Admin fee / account holder | $1,116 | $4,826-76.9% | $8,357-86.6% | $4,296-74.0% |