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 | $40,623 | $57,016-28.8% | $84,966-52.2% | $80,856-49.8% |
| Participation rate | 79.8% | 56.3%+23.4pp | 67.5%+12.3pp | 67.6%+12.1pp |
| Annual return | 14.91% | 21.66%-6.8pp | 66.38%-51.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,009 | $1,798+11.8% | $2,727-26.3% | $2,755-27.1% |
| Participant deferral / active EE | $3,180 | $3,110+2.3% | $4,519-29.6% | $4,296-26.0% |
| Admin fee / account holder | $1,567 | $4,980-68.5% | $6,149-74.5% | $6,918-77.3% |