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 | $40,873 | $76,367-46.5% | $93,606-56.3% | $72,985-44.0% |
| Participation rate | 76.1% | 71.7%+4.4pp | 75.8%+0.3pp | 69.5%+6.7pp |
| Annual return | 21.56% | 25.82%-4.3pp | 32.76%-11.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $581 | $2,275-74.5% | $2,718-78.6% | $2,440-76.2% |
| Participant deferral / active EE | $4,368 | $3,538+23.5% | $4,069+7.4% | $3,607+21.1% |
| Admin fee / account holder | $2,744 | $6,838-59.9% | $7,888-65.2% | $5,124-46.4% |