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 | $33,047 | $83,477-60.4% | $125,175-73.6% | $72,985-54.7% |
| Participation rate | 72.9% | 73.3%-0.4pp | 79.8%-6.8pp | 69.5%+3.5pp |
| Annual return | 23.30% | 25.78%-2.5pp | 43.79%-20.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,547 | $2,345-34.0% | $3,865-60.0% | $2,440-36.6% |
| Participant deferral / active EE | $3,942 | $3,585+9.9% | $4,937-20.2% | $3,607+9.3% |
| Admin fee / account holder | $5,394 | $5,517-2.2% | $9,702-44.4% | $5,124+5.3% |