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 | $63,144 | $76,367-17.3% | $93,606-32.5% | $72,985-13.5% |
| Participation rate | 75.7% | 71.7%+3.9pp | 75.8%-0.2pp | 69.5%+6.2pp |
| Annual return | 17.82% | 25.82%-8.0pp | 32.76%-14.9pp | 81.00%-63.2pp |
| Employer contribution / active EE | $528 | $2,275-76.8% | $2,718-80.6% | $2,440-78.4% |
| Participant deferral / active EE | $2,394 | $3,538-32.3% | $4,069-41.2% | $3,607-33.6% |
| Admin fee / account holder | $7,600 | $6,838+11.1% | $7,888-3.7% | $5,124+48.3% |