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 | $29,732 | $69,977-57.5% | $108,579-72.6% | $62,891-52.7% |
| Participation rate | 81.1% | 72.9%+8.2pp | 79.6%+1.5pp | 69.3%+11.8pp |
| Annual return | 12.07% | 10.73%+1.3pp | -51.70%+63.8pp | 20.14%-8.1pp |
| Employer contribution / active EE | $2,730 | $2,135+27.9% | $3,758-27.4% | $2,281+19.7% |
| Participant deferral / active EE | $4,321 | $3,165+36.5% | $4,311+0.2% | $3,203+34.9% |
| Admin fee / account holder | $2,743 | $5,076-46.0% | $7,645-64.1% | $4,296-36.1% |