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 | $34,271 | $153,772-77.7% | $133,980-74.4% | $273,961-87.5% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 9.89% | 36.51%-26.6pp | 29.30%-19.4pp | 41.45%-31.6pp |
| Employer contribution / active EE | $3,345 | $6,029-44.5% | $5,211-35.8% | $4,869-31.3% |
| Participant deferral / active EE | $7,687 | $6,958+10.5% | $6,282+22.4% | $5,287+45.4% |
| Admin fee / account holder | $1,673 | $11,765-85.8% | $9,324-82.1% | $10,132-83.5% |