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 | $35,194 | $49,025-28.2% | $87,507-59.8% | $62,891-44.0% |
| Participation rate | 71.9% | 64.9%+7.1pp | 73.8%-1.9pp | 69.3%+2.6pp |
| Annual return | 8.75% | 10.02%-1.3pp | 12.21%-3.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,452 | $1,372+5.8% | $2,550-43.1% | $2,281-36.4% |
| Participant deferral / active EE | $3,401 | $2,289+48.6% | $3,149+8.0% | $3,203+6.2% |
| Admin fee / account holder | $5,579 | $4,065+37.2% | $4,221+32.2% | $4,296+29.9% |