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 | $32,373 | $162,781-80.1% | $133,956-75.8% | $158,922-79.6% |
| Participation rate | 79.2% | 83.2%-4.1pp | 79.8%-0.7pp | 82.0%-2.8pp |
| Annual return | 9.31% | 41.94%-32.6pp | 45.09%-35.8pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,848 | $4,975-62.9% | $3,919-52.8% | $4,761-61.2% |
| Participant deferral / active EE | $3,000 | $5,911-49.3% | $5,048-40.6% | $5,982-49.9% |
| Admin fee / account holder | $676 | $11,736-94.2% | $8,927-92.4% | $11,246-94.0% |