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 | $31,740 | $78,422-59.5% | $95,952-66.9% | $79,858-60.3% |
| Participation rate | 75.7% | 73.5%+2.2pp | 77.1%-1.4pp | 69.6%+6.0pp |
| Annual return | 15.07% | 19.37%-4.3pp | 91.61%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,908 | $1,945-1.9% | $2,541-24.9% | $2,471-22.8% |
| Participant deferral / active EE | $3,523 | $3,440+2.4% | $4,167-15.5% | $3,740-5.8% |
| Admin fee / account holder | $6,077 | $5,622+8.1% | $6,795-10.6% | $5,306+14.5% |