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 | $39,539 | $86,929-54.5% | $102,423-61.4% | $80,856-51.1% |
| Participation rate | 82.8% | 72.4%+10.4pp | 76.5%+6.3pp | 67.6%+15.1pp |
| Annual return | 18.54% | 18.88%-0.3pp | 29.32%-10.8pp | 35.59%-17.1pp |
| Employer contribution / active EE | $859 | $2,369-63.7% | $3,023-71.6% | $2,755-68.8% |
| Participant deferral / active EE | $3,519 | $4,118-14.6% | $5,053-30.4% | $4,296-18.1% |
| Admin fee / account holder | $4,264 | $8,049-47.0% | $9,451-54.9% | $6,918-38.4% |