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 | $36,117 | $61,280-41.1% | $69,780-48.2% | $84,808-57.4% |
| Participation rate | 88.5% | 73.6%+14.8pp | 79.3%+9.2pp | 68.3%+20.2pp |
| Annual return | 16.54% | 12.93%+3.6pp | 26.31%-9.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,874 | $3,577-47.6% | $4,168-55.0% | $2,631-28.8% |
| Participant deferral / active EE | $3,313 | $3,756-11.8% | $6,164-46.2% | $4,212-21.3% |
| Admin fee / account holder | $2,743 | $6,026-54.5% | $7,285-62.3% | $7,344-62.6% |