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 | $49,539 | $72,277-31.5% | $101,248-51.1% | $79,858-38.0% |
| Participation rate | 70.1% | 68.5%+1.7pp | 75.8%-5.7pp | 69.6%+0.5pp |
| Annual return | 16.89% | 22.30%-5.4pp | 46.47%-29.6pp | 31.71%-14.8pp |
| Employer contribution / active EE | $832 | $2,692-69.1% | $3,660-77.3% | $2,471-66.3% |
| Participant deferral / active EE | $2,716 | $3,282-17.2% | $4,370-37.8% | $3,740-27.4% |
| Admin fee / account holder | $2,099 | $4,400-52.3% | $5,945-64.7% | $5,306-60.5% |