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 | $43,287 | $76,367-43.3% | $93,606-53.8% | $72,985-40.7% |
| Participation rate | 75.0% | 71.7%+3.3pp | 75.8%-0.8pp | 69.5%+5.5pp |
| Annual return | 19.14% | 25.82%-6.7pp | 32.76%-13.6pp | 81.00%-61.9pp |
| Employer contribution / active EE | $420 | $2,275-81.5% | $2,718-84.5% | $2,440-82.8% |
| Participant deferral / active EE | $2,271 | $3,538-35.8% | $4,069-44.2% | $3,607-37.0% |
| Admin fee / account holder | $1,460 | $6,838-78.6% | $7,888-81.5% | $5,124-71.5% |