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 | $34,741 | $78,705-55.9% | $117,854-70.5% | $70,131-50.5% |
| Participation rate | 74.6% | 73.2%+1.5pp | 79.7%-5.0pp | 69.5%+5.1pp |
| Annual return | 19.93% | 23.30%-3.4pp | 335.08%-315.1pp | 73.14%-53.2pp |
| Employer contribution / active EE | $2,260 | $2,223+1.6% | $3,786-40.3% | $2,342-3.5% |
| Participant deferral / active EE | $3,702 | $3,297+12.3% | $4,482-17.4% | $3,332+11.1% |
| Admin fee / account holder | $3,806 | $5,065-24.9% | $8,020-52.5% | $4,645-18.1% |