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 | $35,416 | $92,985-61.9% | $153,485-76.9% | $80,856-56.2% |
| Participation rate | 75.9% | 69.0%+6.9pp | 77.1%-1.2pp | 67.6%+8.2pp |
| Annual return | 14.59% | 19.95%-5.4pp | 15.65%-1.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,477 | $3,507-0.9% | $5,039-31.0% | $2,755+26.2% |
| Participant deferral / active EE | $6,693 | $5,178+29.3% | $6,757-1.0% | $4,296+55.8% |
| Admin fee / account holder | $1,332 | $8,880-85.0% | $12,724-89.5% | $6,918-80.7% |