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 | $43,104 | $117,983-63.5% | $101,794-57.7% | $142,382-69.7% |
| Participation rate | 70.8% | 74.2%-3.4pp | 69.2%+1.6pp | 80.1%-9.3pp |
| Annual return | 18.74% | 36.92%-18.2pp | 30.53%-11.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,636 | $2,773-41.0% | $2,289-28.5% | $4,299-61.9% |
| Participant deferral / active EE | $3,993 | $4,714-15.3% | $4,084-2.2% | $6,507-38.6% |
| Admin fee / account holder | $3,572 | $10,433-65.8% | $8,777-59.3% | $12,624-71.7% |