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 | $42,319 | $65,703-35.6% | $94,224-55.1% | $59,632-29.0% |
| Participation rate | 80.0% | 72.1%+7.9pp | 78.8%+1.2pp | 68.7%+11.3pp |
| Annual return | 3.03% | 5.22%-2.2pp | 10.68%-7.7pp | 2041.28%-2038.3pp |
| Employer contribution / active EE | $1,122 | $2,021-44.5% | $3,587-68.7% | $2,203-49.0% |
| Participant deferral / active EE | $3,522 | $3,143+12.1% | $4,320-18.5% | $3,192+10.3% |
| Admin fee / account holder | $1,245 | $4,264-70.8% | $6,269-80.1% | $4,297-71.0% |