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 | $30,359 | $64,348-52.8% | $90,160-66.3% | $70,131-56.7% |
| Participation rate | 76.0% | 70.4%+5.6pp | 76.9%-0.9pp | 69.5%+6.5pp |
| Annual return | 17.94% | 28.13%-10.2pp | 34.88%-16.9pp | 73.14%-55.2pp |
| Employer contribution / active EE | $2,339 | $2,046+14.4% | $3,318-29.5% | $2,342-0.1% |
| Participant deferral / active EE | $3,917 | $4,389-10.7% | $5,288-25.9% | $3,332+17.6% |
| Admin fee / account holder | $1,706 | $3,944-56.7% | $5,943-71.3% | $4,645-63.3% |