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 | $34,861 | $56,110-37.9% | $94,993-63.3% | $70,131-50.3% |
| Participation rate | 78.6% | 65.0%+13.6pp | 73.9%+4.7pp | 69.5%+9.0pp |
| Annual return | 12.56% | 51.02%-38.5pp | 27.12%-14.6pp | 73.14%-60.6pp |
| Employer contribution / active EE | $1,925 | $1,442+33.5% | $2,603-26.1% | $2,342-17.8% |
| Participant deferral / active EE | $2,330 | $2,391-2.6% | $3,317-29.8% | $3,332-30.1% |
| Admin fee / account holder | $735 | $3,456-78.7% | $4,960-85.2% | $4,645-84.2% |