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 8-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 | $41,711 | $70,475-40.8% | $100,516-58.5% | $79,858-47.8% |
| Participation rate | 79.1% | 73.7%+5.4pp | 79.4%-0.3pp | 69.6%+9.4pp |
| Annual return | 15.44% | 21.90%-6.5pp | 30.89%-15.4pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,730 | $2,165-20.1% | $3,418-49.4% | $2,471-30.0% |
| Participant deferral / active EE | $2,855 | $5,181-44.9% | $6,270-54.5% | $3,740-23.7% |
| Admin fee / account holder | $5,707 | $4,478+27.4% | $8,081-29.4% | $5,306+7.6% |