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 | $38,836 | $77,813-50.1% | $123,544-68.6% | $64,186-39.5% |
| Participation rate | 77.8% | 74.7%+3.1pp | 82.3%-4.5pp | 69.6%+8.2pp |
| Annual return | 2.97% | 12.48%-9.5pp | 119.20%-116.2pp | 7.63%-4.7pp |
| Employer contribution / active EE | $3,067 | $3,014+1.8% | $4,628-33.7% | $2,381+28.8% |
| Participant deferral / active EE | $7,153 | $5,240+36.5% | $6,426+11.3% | $3,470+106.2% |
| Admin fee / account holder | $1,358 | $5,519-75.4% | $9,284-85.4% | $4,888-72.2% |