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 | $42,858 | $86,922-50.7% | $102,438-58.2% | $80,874-47.0% |
| Participation rate | 79.5% | 72.4%+7.2pp | 76.5%+3.1pp | 67.6%+11.9pp |
| Annual return | 12.50% | 18.90%-6.4pp | 29.37%-16.9pp | 35.62%-23.1pp |
| Employer contribution / active EE | $2,242 | $2,369-5.4% | $3,024-25.8% | $2,756-18.6% |
| Participant deferral / active EE | $3,280 | $4,119-20.4% | $5,054-35.1% | $4,297-23.7% |
| Admin fee / account holder | $507 | $8,050-93.7% | $9,448-94.6% | $6,935-92.7% |