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 | $51,609 | $83,477-38.2% | $125,175-58.8% | $72,985-29.3% |
| Participation rate | 70.9% | 73.3%-2.4pp | 79.8%-8.9pp | 69.5%+1.4pp |
| Annual return | 28.09% | 25.78%+2.3pp | 43.79%-15.7pp | 81.00%-52.9pp |
| Employer contribution / active EE | $2,152 | $2,345-8.2% | $3,865-44.3% | $2,440-11.8% |
| Participant deferral / active EE | $3,875 | $3,585+8.1% | $4,937-21.5% | $3,607+7.4% |
| Admin fee / account holder | $1,228 | $5,517-77.7% | $9,702-87.3% | $5,124-76.0% |