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 | $33,575 | $181,894-81.5% | $156,549-78.6% | $273,961-87.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 23.52% | 30.74%-7.2pp | 32.23%-8.7pp | 41.45%-17.9pp |
| Employer contribution / active EE | $3,995 | $6,248-36.1% | $5,501-27.4% | $4,869-17.9% |
| Participant deferral / active EE | $8,941 | $5,550+61.1% | $4,871+83.5% | $5,287+69.1% |
| Admin fee / account holder | $373 | $15,559-97.6% | $13,027-97.1% | $10,132-96.3% |