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 | $34,791 | $67,606-48.5% | $82,313-57.7% | $70,131-50.4% |
| Participation rate | 84.4% | 72.8%+11.6pp | 76.9%+7.5pp | 69.5%+14.8pp |
| Annual return | 16.98% | 21.57%-4.6pp | 25.88%-8.9pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,524 | $1,755-13.2% | $2,428-37.3% | $2,342-35.0% |
| Participant deferral / active EE | $2,885 | $2,987-3.4% | $3,706-22.2% | $3,332-13.4% |
| Admin fee / account holder | $1,298 | $4,512-71.2% | $5,608-76.9% | $4,645-72.1% |