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 | $39,727 | $99,985-60.3% | $146,665-72.9% | $85,850-53.7% |
| Participation rate | 75.0% | 73.1%+1.9pp | 80.1%-5.1pp | 69.3%+5.7pp |
| Annual return | 23.16% | 18.93%+4.2pp | 22.74%+0.4pp | 318.53%-295.4pp |
| Employer contribution / active EE | $2,015 | $2,559-21.2% | $4,136-51.3% | $2,565-21.4% |
| Participant deferral / active EE | $3,250 | $4,006-18.9% | $5,506-41.0% | $3,952-17.8% |
| Admin fee / account holder | $2,227 | $7,702-71.1% | $10,280-78.3% | $6,260-64.4% |