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 | $28,758 | $76,407-62.4% | $150,298-80.9% | $82,448-65.1% |
| Participation rate | 73.7% | 66.4%+7.3pp | 77.8%-4.1pp | 68.1%+5.6pp |
| Annual return | 14.70% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,579 | $2,614-39.6% | $4,154-62.0% | $2,551-38.1% |
| Participant deferral / active EE | $3,355 | $3,214+4.4% | $5,453-38.5% | $4,139-19.0% |
| Admin fee / account holder | $5,019 | $6,352-21.0% | $14,116-64.4% | $7,234-30.6% |