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 | $39,716 | $64,348-38.3% | $90,160-55.9% | $70,131-43.4% |
| Participation rate | 98.8% | 70.4%+28.3pp | 76.9%+21.9pp | 69.5%+29.2pp |
| Annual return | 18.00% | 28.13%-10.1pp | 34.88%-16.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $454 | $2,046-77.8% | $3,318-86.3% | $2,342-80.6% |
| Participant deferral / active EE | $2,204 | $4,389-49.8% | $5,288-58.3% | $3,332-33.9% |
| Admin fee / account holder | $4,505 | $3,944+14.2% | $5,943-24.2% | $4,645-3.0% |