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 | $36,878 | $54,320-32.1% | $67,652-45.5% | $52,331-29.5% |
| Participation rate | 73.8% | 73.6%+0.2pp | 75.7%-1.9pp | 68.1%+5.7pp |
| Annual return | 9.39% | 6.81%+2.6pp | 6625.04%-6615.7pp | 4.54%+4.8pp |
| Employer contribution / active EE | $1,768 | $1,544+14.6% | $2,266-21.9% | $1,882-6.0% |
| Participant deferral / active EE | $3,409 | $2,950+15.5% | $3,560-4.2% | $3,022+12.8% |
| Admin fee / account holder | $5,511 | $527+946.6% | $4,821+14.3% | $592+831.6% |