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 | $38,168 | $95,453-60.0% | $112,040-65.9% | $82,448-53.7% |
| Participation rate | 73.1% | 72.8%+0.3pp | 76.5%-3.4pp | 68.1%+5.0pp |
| Annual return | 16.71% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,789 | $2,318-22.8% | $2,954-39.4% | $2,551-29.9% |
| Participant deferral / active EE | $3,244 | $4,224-23.2% | $5,098-36.4% | $4,139-21.6% |
| Admin fee / account holder | $416 | $9,013-95.4% | $12,098-96.6% | $7,234-94.2% |