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 | $40,148 | $93,071-56.9% | $74,583-46.2% | $273,961-85.3% |
| Participation rate | 77.8% | 74.9%+2.8pp | 68.1%+9.7pp | 83.0%-5.2pp |
| Annual return | 4.63% | 26.18%-21.6pp | 20.47%-15.8pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,581 | $3,160-50.0% | $2,525-37.4% | $4,869-67.5% |
| Participant deferral / active EE | $2,684 | $4,160-35.5% | $3,458-22.4% | $5,287-49.2% |
| Admin fee / account holder | $350 | $5,272-93.4% | $4,138-91.5% | $10,132-96.5% |