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 | $37,388 | $76,552-51.2% | $123,892-69.8% | $62,891-40.6% |
| Participation rate | 94.4% | 73.0%+21.5pp | 81.4%+13.0pp | 69.3%+25.1pp |
| Annual return | 36.59% | 18.68%+17.9pp | 47.52%-10.9pp | 20.14%+16.4pp |
| Employer contribution / active EE | $542 | $2,883-81.2% | $4,617-88.3% | $2,281-76.3% |
| Participant deferral / active EE | $3,795 | $4,840-21.6% | $5,984-36.6% | $3,203+18.5% |
| Admin fee / account holder | $7,368 | $4,826+52.7% | $8,357-11.8% | $4,296+71.5% |