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 | $32,302 | $72,177-55.2% | $115,037-71.9% | $59,632-45.8% |
| Participation rate | 74.3% | 72.6%+1.7pp | 81.4%-7.1pp | 68.7%+5.6pp |
| Annual return | 4.95% | 12.02%-7.1pp | 26.14%-21.2pp | 2041.28%-2036.3pp |
| Employer contribution / active EE | $1,750 | $2,841-38.4% | $4,608-62.0% | $2,203-20.6% |
| Participant deferral / active EE | $3,635 | $4,783-24.0% | $6,026-39.7% | $3,192+13.9% |
| Admin fee / account holder | $698 | $4,927-85.8% | $8,175-91.5% | $4,297-83.8% |