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 | $35,621 | $93,571-61.9% | $135,903-73.8% | $75,163-52.6% |
| Participation rate | 78.9% | 75.2%+3.8pp | 81.9%-3.0pp | 67.2%+11.8pp |
| Annual return | 18.70% | 30.90%-12.2pp | 68.23%-49.5pp | 160.62%-141.9pp |
| Employer contribution / active EE | $3,518 | $3,537-0.5% | $4,856-27.5% | $2,670+31.8% |
| Participant deferral / active EE | $6,889 | $6,404+7.6% | $7,758-11.2% | $4,125+67.0% |
| Admin fee / account holder | $2,739 | $6,975-60.7% | $10,762-74.5% | $5,651-51.5% |