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 | $68,718 | $83,477-17.7% | $125,175-45.1% | $72,985-5.8% |
| Participation rate | 77.1% | 73.3%+3.8pp | 79.8%-2.6pp | 69.5%+7.7pp |
| Annual return | 32.67% | 25.78%+6.9pp | 43.79%-11.1pp | 81.00%-48.3pp |
| Employer contribution / active EE | $1,037 | $2,345-55.8% | $3,865-73.2% | $2,440-57.5% |
| Participant deferral / active EE | $3,257 | $3,585-9.2% | $4,937-34.0% | $3,607-9.7% |
| Admin fee / account holder | $1,994 | $5,517-63.9% | $9,702-79.4% | $5,124-61.1% |