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 | $34,416 | $76,367-54.9% | $93,606-63.2% | $72,985-52.8% |
| Participation rate | 85.1% | 71.7%+13.4pp | 75.8%+9.3pp | 69.5%+15.6pp |
| Annual return | 22.02% | 25.82%-3.8pp | 32.76%-10.7pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,837 | $2,275-19.3% | $2,718-32.4% | $2,440-24.7% |
| Participant deferral / active EE | $2,998 | $3,538-15.3% | $4,069-26.3% | $3,607-16.9% |
| Admin fee / account holder | $842 | $6,838-87.7% | $7,888-89.3% | $5,124-83.6% |