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 | $33,968 | $65,685-48.3% | $57,179-40.6% | $273,961-87.6% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.3%+12.2pp | 83.0%+4.5pp |
| Annual return | 3.94% | 21.99%-18.1pp | 14.59%-10.7pp | 41.45%-37.5pp |
| Employer contribution / active EE | $1,755 | $3,279-46.5% | $2,682-34.6% | $4,869-64.0% |
| Participant deferral / active EE | $4,028 | $3,782+6.5% | $3,096+30.1% | $5,287-23.8% |
| Admin fee / account holder | $478 | $4,835-90.1% | $3,139-84.8% | $10,132-95.3% |