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 | $25,525 | $65,365-60.9% | $92,893-72.5% | $72,985-65.0% |
| Participation rate | 70.9% | 68.3%+2.6pp | 76.0%-5.1pp | 69.5%+1.4pp |
| Annual return | 26.20% | 42.10%-15.9pp | 109.41%-83.2pp | 81.00%-54.8pp |
| Employer contribution / active EE | $1,931 | $2,594-25.6% | $3,653-47.1% | $2,440-20.9% |
| Participant deferral / active EE | $3,439 | $3,128+9.9% | $4,236-18.8% | $3,607-4.7% |
| Admin fee / account holder | $2,048 | $4,251-51.8% | $5,794-64.6% | $5,124-60.0% |