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 | $34,043 | $72,277-52.9% | $101,248-66.4% | $79,858-57.4% |
| Participation rate | 73.1% | 68.5%+4.6pp | 75.8%-2.7pp | 69.6%+3.4pp |
| Annual return | 13.77% | 22.30%-8.5pp | 46.47%-32.7pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,454 | $2,692-8.8% | $3,660-32.9% | $2,471-0.7% |
| Participant deferral / active EE | $5,237 | $3,282+59.6% | $4,370+19.8% | $3,740+40.0% |
| Admin fee / account holder | $2,479 | $4,400-43.7% | $5,945-58.3% | $5,306-53.3% |