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 | $40,240 | $58,851-31.6% | $115,157-65.1% | $72,985-44.9% |
| Participation rate | 80.8% | 65.5%+15.2pp | 75.9%+4.9pp | 69.5%+11.3pp |
| Annual return | 15.80% | 23.16%-7.4pp | 35.60%-19.8pp | 81.00%-65.2pp |
| Employer contribution / active EE | $1,337 | $1,798-25.6% | $3,179-57.9% | $2,440-45.2% |
| Participant deferral / active EE | $2,140 | $2,643-19.0% | $4,168-48.7% | $3,607-40.7% |
| Admin fee / account holder | $1,832 | $6,370-71.2% | $7,088-74.2% | $5,124-64.3% |