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 | $39,528 | $54,762-27.8% | $90,281-56.2% | $72,985-45.8% |
| Participation rate | 72.1% | 65.1%+6.9pp | 73.3%-1.2pp | 69.5%+2.6pp |
| Annual return | 23.76% | 30.63%-6.9pp | 78.10%-54.3pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,512 | $2,092-27.7% | $2,854-47.0% | $2,440-38.0% |
| Participant deferral / active EE | $2,565 | $2,887-11.1% | $3,885-34.0% | $3,607-28.9% |
| Admin fee / account holder | $2,739 | $3,972-31.0% | $5,351-48.8% | $5,124-46.5% |