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 | $95,803-60.2% | $113,168-66.3% | $84,808-55.0% |
| Participation rate | 73.1% | 72.9%+0.2pp | 76.6%-3.5pp | 68.3%+4.8pp |
| Annual return | 16.71% | 25.00%-8.3pp | 24.27%-7.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,789 | $2,360-24.2% | $2,975-39.9% | $2,631-32.0% |
| Participant deferral / active EE | $3,244 | $4,242-23.5% | $5,107-36.5% | $4,212-23.0% |
| Admin fee / account holder | $416 | $8,989-95.4% | $12,068-96.6% | $7,344-94.3% |