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 | $33,953 | $63,764-46.8% | $81,930-58.6% | $79,858-57.5% |
| Participation rate | 73.1% | 67.5%+5.6pp | 72.0%+1.1pp | 69.6%+3.4pp |
| Annual return | 27.90% | 22.66%+5.2pp | 29.49%-1.6pp | 31.71%-3.8pp |
| Employer contribution / active EE | $2,022 | $1,795+12.6% | $4,310-53.1% | $2,471-18.2% |
| Participant deferral / active EE | $4,925 | $2,780+77.1% | $7,107-30.7% | $3,740+31.7% |
| Admin fee / account holder | $464 | $4,426-89.5% | $5,158-91.0% | $5,306-91.2% |