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 | $35,634 | $65,685-45.8% | $57,179-37.7% | $273,961-87.0% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.3%-0.3pp | 83.0%-8.0pp |
| Annual return | 11.84% | 21.99%-10.2pp | 14.59%-2.7pp | 41.45%-29.6pp |
| Employer contribution / active EE | $3,295 | $3,279+0.5% | $2,682+22.8% | $4,869-32.3% |
| Participant deferral / active EE | $2,679 | $3,782-29.2% | $3,096-13.5% | $5,287-49.3% |
| Admin fee / account holder | $318 | $4,835-93.4% | $3,139-89.9% | $10,132-96.9% |