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 | $38,228 | $47,848-20.1% | $81,478-53.1% | $70,131-45.5% |
| Participation rate | 74.3% | 58.3%+16.0pp | 68.0%+6.3pp | 69.5%+4.7pp |
| Annual return | 15.88% | 27.25%-11.4pp | 38.78%-22.9pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,580 | $1,527+3.5% | $2,568-38.4% | $2,342-32.5% |
| Participant deferral / active EE | $3,114 | $2,453+27.0% | $3,537-11.9% | $3,332-6.5% |
| Admin fee / account holder | $2,508 | $3,145-20.2% | $4,561-45.0% | $4,645-46.0% |