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 | $33,482 | $65,365-48.8% | $92,893-64.0% | $72,985-54.1% |
| Participation rate | 77.2% | 68.3%+8.9pp | 76.0%+1.2pp | 69.5%+7.7pp |
| Annual return | 39.81% | 42.10%-2.3pp | 109.41%-69.6pp | 81.00%-41.2pp |
| Employer contribution / active EE | $1,067 | $2,594-58.9% | $3,653-70.8% | $2,440-56.3% |
| Participant deferral / active EE | $2,564 | $3,128-18.0% | $4,236-39.5% | $3,607-28.9% |
| Admin fee / account holder | $658 | $4,251-84.5% | $5,794-88.6% | $5,124-87.2% |