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 | $36,259 | $67,606-46.4% | $82,313-55.9% | $70,131-48.3% |
| Participation rate | 71.6% | 72.8%-1.2pp | 76.9%-5.3pp | 69.5%+2.1pp |
| Annual return | 14.93% | 21.57%-6.6pp | 25.88%-10.9pp | 73.14%-58.2pp |
| Employer contribution / active EE | $836 | $1,755-52.3% | $2,428-65.6% | $2,342-64.3% |
| Participant deferral / active EE | $2,894 | $2,987-3.1% | $3,706-21.9% | $3,332-13.2% |
| Admin fee / account holder | $2,957 | $4,512-34.5% | $5,608-47.3% | $4,645-36.3% |