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 | $44,065 | $72,492-39.2% | $87,100-49.4% | $72,985-39.6% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.9%+11.1pp | 69.5%+18.5pp |
| Annual return | 21.89% | 24.46%-2.6pp | 28.19%-6.3pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,974 | $1,894+4.2% | $2,521-21.7% | $2,440-19.1% |
| Participant deferral / active EE | $3,950 | $3,270+20.8% | $4,049-2.4% | $3,607+9.5% |
| Admin fee / account holder | $1,271 | $5,055-74.8% | $7,497-83.0% | $5,124-75.2% |