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 | $53,752 | $76,367-29.6% | $93,606-42.6% | $72,985-26.4% |
| Participation rate | 77.2% | 71.7%+5.4pp | 75.8%+1.4pp | 69.5%+7.7pp |
| Annual return | 21.99% | 25.82%-3.8pp | 32.76%-10.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,271 | $2,275-44.1% | $2,718-53.2% | $2,440-47.9% |
| Participant deferral / active EE | $2,481 | $3,538-29.9% | $4,069-39.0% | $3,607-31.2% |
| Admin fee / account holder | $996 | $6,838-85.4% | $7,888-87.4% | $5,124-80.6% |