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 | $31,427 | $83,477-62.4% | $125,175-74.9% | $72,985-56.9% |
| Participation rate | 82.6% | 73.3%+9.3pp | 79.8%+2.8pp | 69.5%+13.1pp |
| Annual return | 21.61% | 25.78%-4.2pp | 43.79%-22.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,818 | $2,345-22.5% | $3,865-53.0% | $2,440-25.5% |
| Participant deferral / active EE | $3,555 | $3,585-0.8% | $4,937-28.0% | $3,607-1.5% |
| Admin fee / account holder | $3,946 | $5,517-28.5% | $9,702-59.3% | $5,124-23.0% |