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 | $61,089 | $86,944-29.7% | $107,525-43.2% | $74,304-17.8% |
| Participation rate | 72.7% | 59.6%+13.2pp | 75.1%-2.3pp | 60.3%+12.4pp |
| Annual return | 20.39% | 23.52%-3.1pp | 181.32%-160.9pp | 29.43%-9.0pp |
| Employer contribution / active EE | $1,514 | $2,757-45.1% | $3,754-59.7% | $2,241-32.4% |
| Participant deferral / active EE | $3,882 | $3,554+9.2% | $5,116-24.1% | $3,767+3.1% |
| Admin fee / account holder | $1,198 | $3,727-67.8% | $8,919-86.6% | $2,969-59.6% |