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 | $34,135 | $59,839-43.0% | $81,983-58.4% | $79,858-57.3% |
| Participation rate | 88.6% | 61.6%+27.0pp | 69.2%+19.3pp | 69.6%+18.9pp |
| Annual return | 22.70% | 17.56%+5.1pp | 41.31%-18.6pp | 31.71%-9.0pp |
| Employer contribution / active EE | $1,934 | $1,713+12.9% | $2,498-22.6% | $2,471-21.7% |
| Participant deferral / active EE | $3,604 | $2,695+33.7% | $3,722-3.2% | $3,740-3.6% |
| Admin fee / account holder | $758 | $4,287-82.3% | $5,664-86.6% | $5,306-85.7% |