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 | $39,092 | $108,825-64.1% | $156,181-75.0% | $82,448-52.6% |
| Participation rate | 78.4% | 72.4%+6.0pp | 78.8%-0.4pp | 68.1%+10.3pp |
| Annual return | 14.83% | 20.59%-5.8pp | 64.87%-50.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $977 | $2,870-66.0% | $4,294-77.3% | $2,551-61.7% |
| Participant deferral / active EE | $4,869 | $4,577+6.4% | $6,132-20.6% | $4,139+17.6% |
| Admin fee / account holder | $3,695 | $9,341-60.4% | $14,586-74.7% | $7,234-48.9% |