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 | $32,774 | $74,927-56.3% | $101,794-67.8% | $84,808-61.4% |
| Participation rate | 74.2% | 61.4%+12.8pp | 69.2%+5.0pp | 68.3%+5.9pp |
| Annual return | 15.81% | 18.70%-2.9pp | 30.53%-14.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,838 | $1,522+20.8% | $2,289-19.7% | $2,631-30.2% |
| Participant deferral / active EE | $2,813 | $3,099-9.2% | $4,084-31.1% | $4,212-33.2% |
| Admin fee / account holder | $4,112 | $6,514-36.9% | $8,777-53.1% | $7,344-44.0% |