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 | $25,883 | $46,869-44.8% | $122,332-78.8% | $70,131-63.1% |
| Participation rate | 77.1% | 58.2%+19.0pp | 71.6%+5.5pp | 69.5%+7.6pp |
| Annual return | 14.93% | 24.22%-9.3pp | 30.27%-15.3pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,543 | $1,288+19.8% | $4,050-61.9% | $2,342-34.1% |
| Participant deferral / active EE | $2,813 | $2,166+29.8% | $3,287-14.4% | $3,332-15.6% |
| Admin fee / account holder | $666 | $3,322-79.9% | $5,478-87.8% | $4,645-85.7% |