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 | $43,291 | $72,277-40.1% | $101,248-57.2% | $79,858-45.8% |
| Participation rate | 74.2% | 68.5%+5.7pp | 75.8%-1.6pp | 69.6%+4.6pp |
| Annual return | 21.99% | 22.30%-0.3pp | 46.47%-24.5pp | 31.71%-9.7pp |
| Employer contribution / active EE | $1,107 | $2,692-58.9% | $3,660-69.8% | $2,471-55.2% |
| Participant deferral / active EE | $1,587 | $3,282-51.6% | $4,370-63.7% | $3,740-57.6% |
| Admin fee / account holder | $1,388 | $4,400-68.5% | $5,945-76.7% | $5,306-73.9% |