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 | $34,744 | $81,460-57.3% | $103,333-66.4% | $80,856-57.0% |
| Participation rate | 76.7% | 66.8%+9.9pp | 74.5%+2.2pp | 67.6%+9.1pp |
| Annual return | 10.97% | 25.55%-14.6pp | 24.88%-13.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,840 | $3,105-40.8% | $3,868-52.4% | $2,755-33.2% |
| Participant deferral / active EE | $3,084 | $3,869-20.3% | $5,057-39.0% | $4,296-28.2% |
| Admin fee / account holder | $1,213 | $6,566-81.5% | $8,355-85.5% | $6,918-82.5% |