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 | $40,911 | $54,762-25.3% | $90,281-54.7% | $72,985-43.9% |
| Participation rate | 72.5% | 65.1%+7.3pp | 73.3%-0.8pp | 69.5%+3.0pp |
| Annual return | 18.48% | 30.63%-12.2pp | 78.10%-59.6pp | 81.00%-62.5pp |
| Employer contribution / active EE | $438 | $2,092-79.1% | $2,854-84.7% | $2,440-82.1% |
| Participant deferral / active EE | $2,983 | $2,887+3.3% | $3,885-23.2% | $3,607-17.3% |
| Admin fee / account holder | $6,377 | $3,972+60.5% | $5,351+19.2% | $5,124+24.4% |