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 | $39,624 | $72,492-45.3% | $87,100-54.5% | $72,985-45.7% |
| Participation rate | 90.6% | 72.8%+17.8pp | 76.9%+13.8pp | 69.5%+21.1pp |
| Annual return | 22.65% | 24.46%-1.8pp | 28.19%-5.5pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,979 | $1,894+4.5% | $2,521-21.5% | $2,440-18.9% |
| Participant deferral / active EE | $3,173 | $3,270-3.0% | $4,049-21.6% | $3,607-12.0% |
| Admin fee / account holder | $2,755 | $5,055-45.5% | $7,497-63.3% | $5,124-46.2% |