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 | $52,134 | $72,277-27.9% | $101,248-48.5% | $79,858-34.7% |
| Participation rate | 70.2% | 68.5%+1.8pp | 75.8%-5.6pp | 69.6%+0.6pp |
| Annual return | 20.00% | 22.30%-2.3pp | 46.47%-26.5pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,635 | $2,692-39.3% | $3,660-55.3% | $2,471-33.8% |
| Participant deferral / active EE | $3,829 | $3,282+16.7% | $4,370-12.4% | $3,740+2.4% |
| Admin fee / account holder | $415 | $4,400-90.6% | $5,945-93.0% | $5,306-92.2% |