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 | $34,607 | $100,754-65.7% | $86,677-60.1% | $134,475-74.3% |
| Participation rate | 85.0% | 78.9%+6.1pp | 76.6%+8.4pp | 81.2%+3.8pp |
| Annual return | 8.96% | 29.04%-20.1pp | 35.91%-26.9pp | 417.96%-409.0pp |
| Employer contribution / active EE | $8,004 | $3,489+129.4% | $2,836+182.2% | $4,740+68.9% |
| Participant deferral / active EE | $4,932 | $5,338-7.6% | $4,656+5.9% | $6,400-22.9% |
| Admin fee / account holder | $988 | $10,926-91.0% | $7,493-86.8% | $11,426-91.4% |