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 | $38,661 | $86,929-55.5% | $102,423-62.3% | $80,856-52.2% |
| Participation rate | 74.4% | 72.4%+2.0pp | 76.5%-2.1pp | 67.6%+6.7pp |
| Annual return | 19.34% | 18.88%+0.5pp | 29.32%-10.0pp | 35.59%-16.3pp |
| Employer contribution / active EE | $3,229 | $2,369+36.3% | $3,023+6.8% | $2,755+17.2% |
| Participant deferral / active EE | $7,189 | $4,118+74.6% | $5,053+42.3% | $4,296+67.4% |
| Admin fee / account holder | $3,931 | $8,049-51.2% | $9,451-58.4% | $6,918-43.2% |