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 | $33,581 | $67,606-50.3% | $82,313-59.2% | $70,131-52.1% |
| Participation rate | 73.7% | 72.8%+0.9pp | 76.9%-3.2pp | 69.5%+4.1pp |
| Annual return | 17.26% | 21.57%-4.3pp | 25.88%-8.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $769 | $1,755-56.2% | $2,428-68.3% | $2,342-67.2% |
| Participant deferral / active EE | $1,757 | $2,987-41.2% | $3,706-52.6% | $3,332-47.3% |
| Admin fee / account holder | $651 | $4,512-85.6% | $5,608-88.4% | $4,645-86.0% |