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 | $41,586 | $86,929-52.2% | $102,423-59.4% | $80,856-48.6% |
| Participation rate | 81.7% | 72.4%+9.3pp | 76.5%+5.2pp | 67.6%+14.0pp |
| Annual return | 20.64% | 18.88%+1.8pp | 29.32%-8.7pp | 35.59%-15.0pp |
| Employer contribution / active EE | $1,292 | $2,369-45.5% | $3,023-57.3% | $2,755-53.1% |
| Participant deferral / active EE | $3,763 | $4,118-8.6% | $5,053-25.5% | $4,296-12.4% |
| Admin fee / account holder | $1,711 | $8,049-78.7% | $9,451-81.9% | $6,918-75.3% |