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 | $34,206 | $48,076-28.9% | $78,689-56.5% | $62,891-45.6% |
| Participation rate | 91.7% | 65.2%+26.5pp | 73.6%+18.1pp | 69.3%+22.4pp |
| Annual return | 7.07% | 31.35%-24.3pp | 62.18%-55.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,221 | $2,015-39.4% | $2,851-57.2% | $2,281-46.5% |
| Participant deferral / active EE | $1,865 | $2,588-27.9% | $3,517-47.0% | $3,203-41.8% |
| Admin fee / account holder | $660 | $3,207-79.4% | $4,510-85.4% | $4,296-84.6% |